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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 | $99,891 | $90,486+10.4% | $78,676+27.0% | $273,972-63.5% |
| Participation rate | 40.0% | 76.5%-36.5pp | 73.6%-33.6pp | 83.0%-43.0pp |
| Annual return | 5.81% | 75.62%-69.8pp | 62.19%-56.4pp | 41.46%-35.6pp |
| Employer contribution / active EE | $1,176 | $3,175-63.0% | $2,850-58.7% | $4,869-75.8% |
| Participant deferral / active EE | $4,687 | $3,901+20.1% | $3,517+33.3% | $5,287-11.3% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,133-100.0% |