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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 | $134,681 | $100,139+34.5% | $85,187+58.1% | $145,884-7.7% |
| Participation rate | 42.9% | 74.1%-31.2pp | 67.5%-24.7pp | 80.3%-37.4pp |
| Annual return | 12.39% | 84.15%-71.8pp | 66.67%-54.3pp | 551.85%-539.5pp |
| Employer contribution / active EE | $1,578 | $3,238-51.3% | $2,732-42.2% | $4,662-66.1% |
| Participant deferral / active EE | $3,813 | $5,296-28.0% | $4,525-15.7% | $6,690-43.0% |
| Admin fee / account holder | $0 | $7,262-100.0% | $6,162-100.0% | $13,392-100.0% |