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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 | $124,686 | $165,939-24.9% | $122,354+1.9% | $147,586-15.5% |
| Participation rate | 42.9% | 79.6%-36.7pp | 71.6%-28.8pp | 82.8%-40.0pp |
| Annual return | 21.42% | 34.56%-13.1pp | 30.28%-8.9pp | 578.59%-557.2pp |
| Employer contribution / active EE | $534 | $5,754-90.7% | $4,051-86.8% | $4,876-89.0% |
| Participant deferral / active EE | $1,890 | $4,005-52.8% | $3,287-42.5% | $5,439-65.3% |
| Admin fee / account holder | $33 | $7,425-99.6% | $5,479-99.4% | $10,886-99.7% |