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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 | $111,207 | $93,346+19.1% | $71,796+54.9% | $273,972-59.4% |
| Participation rate | 57.1% | 76.5%-19.4pp | 69.1%-12.0pp | 83.0%-25.9pp |
| Annual return | 3.38% | 130.39%-127.0pp | 78.04%-74.7pp | 41.46%-38.1pp |
| Employer contribution / active EE | $847 | $2,733-69.0% | $1,924-56.0% | $4,869-82.6% |
| Participant deferral / active EE | $1,315 | $3,475-62.2% | $2,794-53.0% | $5,287-75.1% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |