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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 | $136,693 | $124,351+9.9% | $109,188+25.2% | $167,553-18.4% |
| Participation rate | 55.6% | 79.4%-23.9pp | 75.9%-20.3pp | 82.1%-26.6pp |
| Annual return | 12.38% | 26.04%-13.7pp | 25.76%-13.4pp | 478.89%-466.5pp |
| Employer contribution / active EE | $1,081 | $4,210-74.3% | $3,723-71.0% | $4,840-77.7% |
| Participant deferral / active EE | $6,337 | $5,257+20.6% | $4,654+36.2% | $6,343-0.1% |
| Admin fee / account holder | $0 | $7,975-100.0% | $6,755-100.0% | $12,316-100.0% |