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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 | $199,103 | $83,908+137.3% | $68,509+190.6% | $125,389+58.8% |
| Participation rate | 60.0% | 78.2%-18.2pp | 74.7%-14.7pp | 83.2%-23.2pp |
| Annual return | 0.73% | 14.48%-13.7pp | 8.27%-7.5pp | 282.24%-281.5pp |
| Employer contribution / active EE | $0 | $3,031-100.0% | $2,278-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,982 | $4,125+20.8% | $3,382+47.3% | $5,352-6.9% |
| Admin fee / account holder | $0 | $8,982-100.0% | $5,275-100.0% | $9,541-100.0% |