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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 | $134,858 | $57,352+135.1% | $83,831+60.9% | $64,173+110.1% |
| Participation rate | 16.7% | 68.6%-51.9pp | 76.1%-59.5pp | 69.6%-52.9pp |
| Annual return | -6.74% | 11.38%-18.1pp | 850.99%-857.7pp | 7.63%-14.4pp |
| Employer contribution / active EE | $550 | $2,546-78.4% | $3,631-84.9% | $2,381-76.9% |
| Participant deferral / active EE | $1,452 | $2,993-51.5% | $4,082-64.4% | $3,470-58.2% |
| Admin fee / account holder | $2 | $4,046-100.0% | $5,479-100.0% | $4,887-100.0% |