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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 | $75,851 | $103,949-27.0% | $69,182+9.6% | $273,972-72.3% |
| Participation rate | 5.6% | 67.4%-61.8pp | 55.1%-49.6pp | 83.0%-77.5pp |
| Annual return | 24.05% | 35.28%-11.2pp | -21.93%+46.0pp | 41.46%-17.4pp |
| Employer contribution / active EE | $929 | $1,783-47.9% | $1,206-23.0% | $4,869-80.9% |
| Participant deferral / active EE | $1,333 | $2,716-50.9% | $1,897-29.7% | $5,287-74.8% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |