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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 | $125,716 | $26,805+369.0% | $59,496+111.3% | $52,331+140.2% |
| Participation rate | 15.5% | 39.3%-23.9pp | 54.6%-39.1pp | 68.1%-52.7pp |
| Annual return | -2.67% | 2.61%-5.3pp | 182.05%-184.7pp | 4.54%-7.2pp |
| Employer contribution / active EE | $584 | $450+29.8% | $1,153-49.4% | $1,882-69.0% |
| Participant deferral / active EE | $1,261 | $916+37.6% | $1,829-31.1% | $3,022-58.3% |
| Admin fee / account holder | $51 | $305-83.3% | $2,232-97.7% | $592-91.4% |