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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 | $137,126 | $110,410+24.2% | $102,437+33.9% | $145,897-6.0% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 13.84% | 24.85%-11.0pp | 24.95%-11.1pp | 552.29%-538.4pp |
| Employer contribution / active EE | $1,956 | $4,217-53.6% | $3,871-49.5% | $4,663-58.1% |
| Participant deferral / active EE | $3,634 | $5,622-35.4% | $5,060-28.2% | $6,689-45.7% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,390-100.0% |