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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 | $101,213 | $93,346+8.4% | $71,796+41.0% | $273,972-63.1% |
| Participation rate | 37.5% | 76.5%-39.0pp | 69.1%-31.6pp | 83.0%-45.5pp |
| Annual return | 10.82% | 130.39%-119.6pp | 78.04%-67.2pp | 41.46%-30.6pp |
| Employer contribution / active EE | $980 | $2,733-64.2% | $1,924-49.1% | $4,869-79.9% |
| Participant deferral / active EE | $4,891 | $3,475+40.7% | $2,794+75.0% | $5,287-7.5% |
| Admin fee / account holder | $0 | $6,571-100.0% | $4,815-100.0% | $10,133-100.0% |