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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 | $97,713 | $101,063-3.3% | $81,473+19.9% | $147,585-33.8% |
| Participation rate | 40.0% | 74.5%-34.5pp | 68.0%-28.0pp | 82.8%-42.8pp |
| Annual return | 24.79% | 32.41%-7.6pp | 38.78%-14.0pp | 578.58%-553.8pp |
| Employer contribution / active EE | $945 | $3,206-70.5% | $2,568-63.2% | $4,876-80.6% |
| Participant deferral / active EE | $6,240 | $4,242+47.1% | $3,537+76.4% | $5,439+14.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |