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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 | $91,050 | $91,0370% | $71,671+27.0% | $147,586-38.3% |
| Participation rate | 64.3% | 76.1%-11.8pp | 68.7%-4.5pp | 82.8%-18.5pp |
| Annual return | 10.06% | 20.48%-10.4pp | 20.65%-10.6pp | 578.59%-568.5pp |
| Employer contribution / active EE | $2,799 | $3,327-15.9% | $2,460+13.8% | $4,876-42.6% |
| Participant deferral / active EE | $7,145 | $4,498+58.8% | $3,438+107.8% | $5,439+31.4% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,886-100.0% |