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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 | $164,878 | $104,251+58.2% | $91,004+81.2% | $147,586+11.7% |
| Participation rate | 44.4% | 78.2%-33.8pp | 75.6%-31.2pp | 82.8%-38.4pp |
| Annual return | 9.90% | 27.06%-17.2pp | 4.60%+5.3pp | 578.59%-568.7pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,619 | $4,195+34.0% | $3,548+58.4% | $5,439+3.3% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |