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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 | $90,933 | $78,672+15.6% | $109,163-16.7% | $85,856+5.9% |
| Participation rate | 33.3% | 68.3%-34.9pp | 75.9%-42.5pp | 69.3%-36.0pp |
| Annual return | 13.73% | 25.09%-11.4pp | 25.75%-12.0pp | 318.58%-304.9pp |
| Employer contribution / active EE | $1,139 | $2,734-58.3% | $3,723-69.4% | $2,565-55.6% |
| Participant deferral / active EE | $3,331 | $3,467-3.9% | $4,654-28.4% | $3,952-15.7% |
| Admin fee / account holder | $0 | $5,470-100.0% | $6,754-100.0% | $6,261-100.0% |