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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 | $87,581 | $63,346+38.3% | $92,240-5.1% | $70,126+24.9% |
| Participation rate | 32.0% | 68.7%-36.7pp | 76.5%-44.5pp | 69.5%-37.5pp |
| Annual return | 19.25% | 530.19%-510.9pp | 176.29%-157.0pp | 73.15%-53.9pp |
| Employer contribution / active EE | $668 | $2,471-73.0% | $3,680-81.9% | $2,343-71.5% |
| Participant deferral / active EE | $2,328 | $2,854-18.4% | $3,897-40.3% | $3,332-30.1% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |