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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,034 | $32,117+155.4% | $71,089+15.4% | $64,173+27.8% |
| Participation rate | 34.2% | 42.7%-8.5pp | 54.6%-20.4pp | 69.6%-35.4pp |
| Annual return | -6.33% | -5.57%-0.8pp | 650.65%-657.0pp | 7.63%-14.0pp |
| Employer contribution / active EE | $866 | $712+21.6% | $1,088-20.4% | $2,381-63.6% |
| Participant deferral / active EE | $2,629 | $1,263+108.1% | $1,873+40.4% | $3,470-24.2% |
| Admin fee / account holder | $263 | $2,759-90.5% | $3,082-91.5% | $4,887-94.6% |