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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 | $80,551 | $69,518+15.9% | $59,887+34.5% | $135,379-40.5% |
| Participation rate | 20.0% | 77.8%-57.8pp | 74.7%-54.7pp | 82.6%-62.6pp |
| Annual return | 20.59% | 7.95%+12.6pp | 3.46%+17.1pp | 519.79%-499.2pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,600 | $4,204-14.4% | $3,402+5.8% | $5,609-35.8% |
| Admin fee / account holder | $0 | $5,734-100.0% | $3,591-100.0% | $10,828-100.0% |