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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 | $108,170 | $69,252+56.2% | $64,099+68.8% | $139,456-22.4% |
| Participation rate | 50.0% | 75.6%-25.6pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 16.19% | 45.89%-29.7pp | 33.70%-17.5pp | 373.45%-357.3pp |
| Employer contribution / active EE | $1,000 | $3,184-68.6% | $2,748-63.6% | $4,753-79.0% |
| Participant deferral / active EE | $1,100 | $4,683-76.5% | $3,881-71.7% | $6,711-83.6% |
| Admin fee / account holder | $0 | $4,248-100.0% | $3,070-100.0% | $11,407-100.0% |