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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 | $124,819 | $90,486+37.9% | $78,676+58.7% | $273,972-54.4% |
| Participation rate | 23.5% | 76.5%-53.0pp | 73.6%-50.0pp | 83.0%-59.5pp |
| Annual return | 5.04% | 75.62%-70.6pp | 62.19%-57.1pp | 41.46%-36.4pp |
| Employer contribution / active EE | $789 | $3,175-75.1% | $2,850-72.3% | $4,869-83.8% |
| Participant deferral / active EE | $1,384 | $3,901-64.5% | $3,517-60.7% | $5,287-73.8% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |