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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 | $136,752 | $101,063+35.3% | $81,473+67.9% | $147,586-7.3% |
| Participation rate | 23.1% | 74.5%-51.4pp | 68.0%-44.9pp | 82.8%-59.8pp |
| Annual return | 14.02% | 32.41%-18.4pp | 38.78%-24.8pp | 578.59%-564.6pp |
| Employer contribution / active EE | $444 | $3,206-86.2% | $2,568-82.7% | $4,876-90.9% |
| Participant deferral / active EE | $3,059 | $4,242-27.9% | $3,537-13.5% | $5,439-43.7% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,886-100.0% |