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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 | $120,597 | $98,240+22.8% | $82,312+46.5% | $147,586-18.3% |
| Participation rate | 50.0% | 79.7%-29.7pp | 76.9%-26.9pp | 82.8%-32.8pp |
| Annual return | 15.32% | 30.85%-15.5pp | 25.88%-10.6pp | 578.59%-563.3pp |
| Employer contribution / active EE | $2,210 | $3,192-30.8% | $2,428-9.0% | $4,876-54.7% |
| Participant deferral / active EE | $7,050 | $4,383+60.8% | $3,706+90.2% | $5,439+29.6% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |