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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 | $153,564 | $93,346+64.5% | $71,796+113.9% | $273,972-43.9% |
| Participation rate | 40.0% | 76.5%-36.5pp | 69.1%-29.1pp | 83.0%-43.0pp |
| Annual return | 6.97% | 130.39%-123.4pp | 78.04%-71.1pp | 41.46%-34.5pp |
| Employer contribution / active EE | $759 | $2,733-72.2% | $1,924-60.6% | $4,869-84.4% |
| Participant deferral / active EE | $5,003 | $3,475+44.0% | $2,794+79.0% | $5,287-5.4% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |