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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 | $140,243 | $48,364+190.0% | $71,796+95.3% | $62,881+123.0% |
| Participation rate | 29.6% | 60.6%-31.0pp | 69.1%-39.5pp | 69.3%-39.7pp |
| Annual return | 0.00% | 13.16%-13.2pp | 78.04%-78.0pp | 20.14%-20.1pp |
| Employer contribution / active EE | $1,130 | $1,042+8.4% | $1,924-41.3% | $2,281-50.5% |
| Participant deferral / active EE | $3,940 | $2,091+88.4% | $2,794+41.0% | $3,203+23.0% |
| Admin fee / account holder | $0 | $3,771-100.0% | $4,815-100.0% | $4,296-100.0% |