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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 | $153,060 | $91,911+66.5% | $68,612+123.1% | $135,379+13.1% |
| Participation rate | 41.7% | 76.7%-35.1pp | 72.2%-30.6pp | 82.6%-41.0pp |
| Annual return | -9.01% | -8.22%-0.8pp | -4.63%-4.4pp | 519.79%-528.8pp |
| Employer contribution / active EE | $611 | $3,924-84.4% | $2,625-76.7% | $4,779-87.2% |
| Participant deferral / active EE | $2,877 | $4,315-33.3% | $3,311-13.1% | $5,609-48.7% |
| Admin fee / account holder | $29 | $9,240-99.7% | $5,131-99.4% | $10,828-99.7% |