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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 | $105,971 | $100,911+5.0% | $90,440+17.2% | $158,966-33.3% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.7%-39.4pp | 82.0%-48.6pp |
| Annual return | 15.08% | 1726.62%-1711.5pp | 1294.38%-1279.3pp | 302.95%-287.9pp |
| Employer contribution / active EE | $409 | $3,690-88.9% | $3,263-87.5% | $4,762-91.4% |
| Participant deferral / active EE | $3,243 | $4,348-25.4% | $3,964-18.2% | $5,983-45.8% |
| Admin fee / account holder | $0 | $6,507-100.0% | $5,615-100.0% | $11,250-100.0% |