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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 | $239,900 | $117,846+103.6% | $102,434+134.2% | $145,884+64.4% |
| Participation rate | 39.1% | 78.6%-39.5pp | 76.5%-37.4pp | 80.3%-41.2pp |
| Annual return | 17.57% | 31.90%-14.3pp | 29.46%-11.9pp | 551.85%-534.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,747 | $5,733-52.1% | $5,055-45.7% | $6,690-58.9% |
| Admin fee / account holder | $20 | $13,356-99.9% | $9,462-99.8% | $13,392-99.9% |