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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 | $122,420 | $100,901+21.3% | $75,670+61.8% | $147,585-17.1% |
| Participation rate | 22.2% | 77.1%-54.9pp | 72.3%-50.1pp | 82.8%-60.6pp |
| Annual return | 17.65% | 35.78%-18.1pp | 27.34%-9.7pp | 578.56%-560.9pp |
| Employer contribution / active EE | $786 | $3,253-75.8% | $2,352-66.6% | $4,876-83.9% |
| Participant deferral / active EE | $3,987 | $4,027-1.0% | $3,142+26.9% | $5,439-26.7% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |