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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 | $85,872 | $35,183+144.1% | $73,545+16.8% | $70,124+22.5% |
| Participation rate | 9.1% | 42.9%-33.8pp | 54.9%-45.8pp | 69.5%-60.4pp |
| Annual return | 21.36% | 26.90%-5.5pp | -15.16%+36.5pp | 73.14%-51.8pp |
| Employer contribution / active EE | $140 | $709-80.2% | $1,219-88.5% | $2,342-94.0% |
| Participant deferral / active EE | $526 | $1,220-56.8% | $1,806-70.9% | $3,332-84.2% |
| Admin fee / account holder | -$118 | $2,302-105.1% | $2,320-105.1% | $4,645-102.5% |