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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 | $166,270 | $104,251+59.5% | $91,004+82.7% | $147,585+12.7% |
| Participation rate | 50.0% | 78.2%-28.2pp | 75.6%-25.6pp | 82.8%-32.8pp |
| Annual return | 24.70% | 27.06%-2.4pp | 4.60%+20.1pp | 578.58%-553.9pp |
| Employer contribution / active EE | $1,068 | $3,116-65.7% | $2,456-56.5% | $4,876-78.1% |
| Participant deferral / active EE | $6,367 | $4,195+51.8% | $3,548+79.5% | $5,439+17.1% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,886-100.0% |