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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 | $155,461 | $51,638+201.1% | $68,368+127.4% | $82,448+88.6% |
| Participation rate | 40.5% | 63.6%-23.1pp | 73.8%-33.2pp | 68.1%-27.5pp |
| Annual return | 18.80% | 37.53%-18.7pp | 292.57%-273.8pp | 41.64%-22.8pp |
| Employer contribution / active EE | $1,183 | $2,047-42.2% | $2,649-55.4% | $2,551-53.6% |
| Participant deferral / active EE | $5,369 | $2,914+84.3% | $4,123+30.2% | $4,139+29.7% |
| Admin fee / account holder | $0 | $4,643-100.0% | $5,150-100.0% | $7,234-100.0% |