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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 | $205,795 | $110,379+86.4% | $102,412+100.9% | $145,884+41.1% |
| Participation rate | 37.5% | 77.9%-40.4pp | 74.5%-37.0pp | 80.3%-42.8pp |
| Annual return | 13.10% | 24.84%-11.7pp | 24.94%-11.8pp | 551.85%-538.7pp |
| Employer contribution / active EE | $888 | $4,216-78.9% | $3,870-77.1% | $4,662-81.0% |
| Participant deferral / active EE | $5,775 | $5,622+2.7% | $5,060+14.1% | $6,690-13.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |