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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 | $165,285 | $118,875+39.0% | $96,572+71.2% | $167,553-1.4% |
| Participation rate | 21.1% | 75.5%-54.4pp | 69.8%-48.8pp | 82.1%-61.1pp |
| Annual return | 13.23% | 50.50%-37.3pp | 37.79%-24.6pp | 478.89%-465.7pp |
| Employer contribution / active EE | $805 | $3,121-74.2% | $2,357-65.8% | $4,840-83.4% |
| Participant deferral / active EE | $1,622 | $4,617-64.9% | $3,850-57.9% | $6,343-74.4% |
| Admin fee / account holder | $0 | $8,070-100.0% | $6,183-100.0% | $12,316-100.0% |