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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 | $176,561 | $102,245+72.7% | $89,340+97.6% | $137,256+28.6% |
| Participation rate | 23.1% | 74.9%-51.8pp | 69.6%-46.5pp | 80.0%-56.9pp |
| Annual return | 16.28% | 21.89%-5.6pp | 20.57%-4.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $580 | $2,529-77.1% | $2,231-74.0% | $4,156-86.0% |
| Participant deferral / active EE | $5,609 | $4,436+26.4% | $3,823+46.7% | $6,407-12.4% |
| Admin fee / account holder | $0 | $8,085-100.0% | $6,704-100.0% | $12,270-100.0% |