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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 | $114,957 | $65,367+75.9% | $92,915+23.7% | $72,976+57.5% |
| Participation rate | 25.9% | 68.3%-42.4pp | 76.0%-50.1pp | 69.5%-43.6pp |
| Annual return | 20.32% | 42.11%-21.8pp | 109.45%-89.1pp | 81.02%-60.7pp |
| Employer contribution / active EE | $835 | $2,594-67.8% | $3,653-77.1% | $2,440-65.8% |
| Participant deferral / active EE | $3,561 | $3,128+13.8% | $4,238-16.0% | $3,608-1.3% |
| Admin fee / account holder | $0 | $4,251-100.0% | $5,796-100.0% | $5,124-100.0% |