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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 | $101,944 | $51,606+97.5% | $129,339-21.2% | $80,911+26.0% |
| Participation rate | 44.4% | 57.0%-12.5pp | 69.6%-25.2pp | 67.6%-23.2pp |
| Annual return | 14.72% | 20.76%-6.0pp | 9437.05%-9422.3pp | 35.63%-20.9pp |
| Employer contribution / active EE | $1,387 | $1,582-12.4% | $4,154-66.6% | $2,756-49.7% |
| Participant deferral / active EE | $4,056 | $2,669+52.0% | $4,170-2.7% | $4,297-5.6% |
| Admin fee / account holder | $0 | $4,310-100.0% | $7,668-100.0% | $6,935-100.0% |