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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 | $100,566 | $100,279+0.3% | $81,353+23.6% | $145,884-31.1% |
| Participation rate | 40.0% | 74.3%-34.3pp | 69.5%-29.5pp | 80.3%-40.3pp |
| Annual return | 29.06% | 34.49%-5.4pp | 24.82%+4.2pp | 551.85%-522.8pp |
| Employer contribution / active EE | $480 | $2,979-83.9% | $2,464-80.5% | $4,662-89.7% |
| Participant deferral / active EE | $9,600 | $4,611+108.2% | $3,885+147.1% | $6,690+43.5% |
| Admin fee / account holder | $39 | $8,206-99.5% | $5,766-99.3% | $13,392-99.7% |