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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 | $108,920 | $115,814-6.0% | $101,275+7.5% | $158,982-31.5% |
| Participation rate | 47.1% | 79.4%-32.3pp | 75.8%-28.7pp | 82.0%-34.9pp |
| Annual return | 14.30% | 56.16%-41.9pp | 46.48%-32.2pp | 302.99%-288.7pp |
| Employer contribution / active EE | $1,355 | $4,176-67.6% | $3,660-63.0% | $4,763-71.6% |
| Participant deferral / active EE | $2,672 | $4,958-46.1% | $4,371-38.9% | $5,983-55.3% |
| Admin fee / account holder | $0 | $7,249-100.0% | $5,948-100.0% | $11,252-100.0% |