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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 | $138,060 | $81,331+69.8% | $155,534-11.2% | $80,935+70.6% |
| Participation rate | 23.5% | 66.3%-42.7pp | 78.2%-54.7pp | 67.7%-44.1pp |
| Annual return | 16.47% | 33.37%-16.9pp | 64.92%-48.4pp | 35.66%-19.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,309 | $3,454+53.7% | $5,630-5.7% | $4,299+23.5% |
| Admin fee / account holder | $0 | $7,999-100.0% | $15,900-100.0% | $6,924-100.0% |