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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 | $216,951 | $95,193+127.9% | $76,523+183.5% | $135,382+60.3% |
| Participation rate | 50.0% | 74.4%-24.4pp | 68.0%-18.0pp | 82.6%-32.6pp |
| Annual return | -1.65% | 4.85%-6.5pp | -0.27%-1.4pp | 519.77%-521.4pp |
| Employer contribution / active EE | $660 | $3,302-80.0% | $2,647-75.1% | $4,779-86.2% |
| Participant deferral / active EE | $6,625 | $4,639+42.8% | $3,835+72.7% | $5,609+18.1% |
| Admin fee / account holder | $40 | $6,249-99.4% | $4,848-99.2% | $10,829-99.6% |