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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 | $213,840 | $69,541+207.5% | $59,899+257.0% | $135,380+58.0% |
| Participation rate | 50.0% | 77.8%-27.8pp | 74.7%-24.7pp | 82.6%-32.6pp |
| Annual return | 7.24% | 7.95%-0.7pp | 3.46%+3.8pp | 519.81%-512.6pp |
| Employer contribution / active EE | $0 | $3,236-100.0% | $2,723-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $1,260 | $4,206-70.0% | $3,402-63.0% | $5,609-77.5% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |