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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 | $206,549 | $123,793+66.8% | $177,827+16.2% | $79,858+158.6% |
| Participation rate | 26.9% | 84.7%-57.7pp | 87.7%-60.8pp | 69.6%-42.7pp |
| Annual return | 26.05% | 22.82%+3.2pp | 48.32%-22.3pp | 31.72%-5.7pp |
| Employer contribution / active EE | $0 | $4,095-100.0% | $5,918-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,192 | $5,956-29.6% | $7,713-45.6% | $3,740+12.1% |
| Admin fee / account holder | $0 | $7,243-100.0% | $12,429-100.0% | $5,306-100.0% |