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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 | $106,330 | $89,367+19.0% | $141,191-24.7% | $72,975+45.7% |
| Participation rate | 52.2% | 75.1%-23.0pp | 82.5%-30.3pp | 69.5%-17.3pp |
| Annual return | 21.82% | 111.87%-90.0pp | 71.41%-49.6pp | 81.01%-59.2pp |
| Employer contribution / active EE | $1,771 | $3,115-43.1% | $4,736-62.6% | $2,440-27.4% |
| Participant deferral / active EE | $4,043 | $5,419-25.4% | $6,710-39.8% | $3,608+12.1% |
| Admin fee / account holder | $0 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |