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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 | $152,375 | $89,370+70.5% | $141,197+7.9% | $72,976+108.8% |
| Participation rate | 48.0% | 75.1%-27.1pp | 82.5%-34.5pp | 69.5%-21.5pp |
| Annual return | 24.20% | 111.88%-87.7pp | 71.41%-47.2pp | 81.02%-56.8pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $6,638 | $5,419+22.5% | $6,710-1.1% | $3,608+84.0% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,265-100.0% | $5,124-100.0% |