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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 | $113,922 | $174,018-34.5% | $136,833-16.7% | $198,609-42.6% |
| Participation rate | 62.5% | 65.1%-2.6pp | 59.0%+3.5pp | 82.4%-19.9pp |
| Annual return | 1.50% | 35.16%-33.7pp | 35.32%-33.8pp | 202.70%-201.2pp |
| Employer contribution / active EE | $125 | $1,571-92.0% | $1,319-90.5% | $5,055-97.5% |
| Participant deferral / active EE | $0 | $2,873-100.0% | $2,441-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $5,434-100.0% | $4,706-100.0% | $19,030-100.0% |