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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 | $117,124 | $81,358+44.0% | $155,556-24.7% | $80,959+44.7% |
| Participation rate | 0.0% | 66.3%-66.3pp | 78.2%-78.2pp | 67.7%-67.7pp |
| Annual return | 11.09% | 33.39%-22.3pp | 64.84%-53.7pp | 35.67%-24.6pp |
| Employer contribution / active EE | $8,508 | $3,106+173.9% | $4,675+82.0% | $2,757+208.6% |
| Participant deferral / active EE | $3,233 | $3,455-6.4% | $5,631-42.6% | $4,300-24.8% |
| Admin fee / account holder | $0 | $7,994-100.0% | $15,885-100.0% | $6,925-100.0% |