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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 | $223,252 | $94,439+136.4% | $73,658+203.1% | $154,746+44.3% |
| Participation rate | 42.9% | 64.7%-21.8pp | 57.0%-14.2pp | 80.7%-37.8pp |
| Annual return | 14.68% | 28.25%-13.6pp | 29.72%-15.0pp | 172.34%-157.7pp |
| Employer contribution / active EE | $891 | $1,257-29.1% | $1,032-13.6% | $4,379-79.6% |
| Participant deferral / active EE | $5,571 | $2,527+120.5% | $2,062+170.2% | $6,730-17.2% |
| Admin fee / account holder | $0 | $3,843-100.0% | $3,357-100.0% | $14,365-100.0% |