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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 | $66,322 | $75,832-12.5% | $147,617-55.1% | $59,633+11.2% |
| Participation rate | 51.4% | 71.6%-20.2pp | 84.6%-33.3pp | 68.7%-17.3pp |
| Annual return | 3.54% | 0.37%+3.2pp | 61.98%-58.4pp | 2041.45%-2037.9pp |
| Employer contribution / active EE | $1,846 | $3,485-47.0% | $5,564-66.8% | $2,203-16.2% |
| Participant deferral / active EE | $2,112 | $3,131-32.5% | $4,895-56.9% | $3,192-33.8% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |