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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 | $165,018 | $111,814+47.6% | $103,374+59.6% | $145,959+13.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 29.75% | 24.77%+5.0pp | 24.89%+4.9pp | 561.95%-532.2pp |
| Employer contribution / active EE | $1,800 | $4,214-57.3% | $3,869-53.5% | $4,661-61.4% |
| Participant deferral / active EE | $6,750 | $5,618+20.1% | $5,058+33.5% | $6,689+0.9% |
| Admin fee / account holder | $0 | $9,754-100.0% | $8,394-100.0% | $13,398-100.0% |