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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 | $208,923 | $163,687+27.6% | $108,745+92.1% | $273,972-23.7% |
| Participation rate | 50.0% | 82.3%-32.3pp | 77.7%-27.7pp | 83.0%-33.0pp |
| Annual return | 8.26% | 31.16%-22.9pp | 46.22%-38.0pp | 41.46%-33.2pp |
| Employer contribution / active EE | $0 | $4,711-100.0% | $3,323-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $8,732 | $7,155+22.0% | $5,121+70.5% | $5,287+65.1% |
| Admin fee / account holder | $0 | $12,890-100.0% | $6,144-100.0% | $10,133-100.0% |