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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 | $113,269 | $101,063+12.1% | $81,473+39.0% | $147,586-23.3% |
| Participation rate | 9.1% | 74.5%-65.4pp | 68.0%-58.9pp | 82.8%-73.7pp |
| Annual return | 14.30% | 32.41%-18.1pp | 38.78%-24.5pp | 578.59%-564.3pp |
| Employer contribution / active EE | $230 | $3,206-92.8% | $2,568-91.0% | $4,876-95.3% |
| Participant deferral / active EE | $1,155 | $4,242-72.8% | $3,537-67.3% | $5,439-78.8% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |