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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 | $51,642+97.4% | $129,384-21.2% | $80,935+26.0% |
| Participation rate | 44.4% | 56.9%-12.5pp | 69.6%-25.2pp | 67.7%-23.2pp |
| Annual return | 14.72% | 20.78%-6.1pp | 9461.77%-9447.1pp | 35.66%-20.9pp |
| Employer contribution / active EE | $1,387 | $1,583-12.4% | $4,153-66.6% | $2,757-49.7% |
| Participant deferral / active EE | $4,056 | $2,670+51.9% | $4,166-2.6% | $4,299-5.7% |
| Admin fee / account holder | $0 | $4,312-100.0% | $7,686-100.0% | $6,924-100.0% |