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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 | $97,751 | $90,486+8.0% | $78,676+24.2% | $273,972-64.3% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 6.11% | 75.62%-69.5pp | 62.19%-56.1pp | 41.46%-35.3pp |
| Employer contribution / active EE | $868 | $3,175-72.7% | $2,850-69.5% | $4,869-82.2% |
| Participant deferral / active EE | $6,283 | $3,901+61.0% | $3,517+78.6% | $5,287+18.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |