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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 | $132,828 | $52,836+151.4% | $105,738+25.6% | $64,181+107.0% |
| Participation rate | 15.5% | 66.5%-51.1pp | 76.3%-60.9pp | 69.6%-54.1pp |
| Annual return | -3.67% | 14.30%-18.0pp | 6.27%-9.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $1,149 | $1,827-37.1% | $3,268-64.8% | $2,381-51.7% |
| Participant deferral / active EE | $1,557 | $2,545-38.8% | $4,080-61.8% | $3,470-55.1% |
| Admin fee / account holder | $0 | $3,959-100.0% | $6,913-100.0% | $4,887-100.0% |