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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 | $96,991 | $97,125-0.1% | $86,233+12.5% | $137,256-29.3% |
| Participation rate | 25.0% | 74.2%-49.2pp | 69.0%-44.0pp | 80.0%-55.0pp |
| Annual return | 22.60% | 74.19%-51.6pp | 61.39%-38.8pp | 220.34%-197.7pp |
| Employer contribution / active EE | $848 | $2,841-70.2% | $2,504-66.1% | $4,156-79.6% |
| Participant deferral / active EE | $2,120 | $5,180-59.1% | $4,559-53.5% | $6,407-66.9% |
| Admin fee / account holder | $0 | $9,725-100.0% | $8,342-100.0% | $12,270-100.0% |