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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 | $187,691 | $86,701+116.5% | $73,309+156.0% | $125,389+49.7% |
| Participation rate | 69.2% | 78.6%-9.4pp | 74.9%-5.7pp | 83.2%-14.0pp |
| Annual return | -1.82% | 2.78%-4.6pp | 5.67%-7.5pp | 282.24%-284.1pp |
| Employer contribution / active EE | $0 | $4,152-100.0% | $3,237-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,713 | $5,549-69.1% | $4,991-65.7% | $5,352-68.0% |
| Admin fee / account holder | $0 | $7,768-100.0% | $5,635-100.0% | $9,541-100.0% |