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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 | $136,892 | $62,672+118.4% | $185,117-26.1% | $70,126+95.2% |
| Participation rate | 14.8% | 63.8%-49.0pp | 77.3%-62.5pp | 69.5%-54.7pp |
| Annual return | 55.10% | 40.79%+14.3pp | 40.50%+14.6pp | 73.15%-18.0pp |
| Employer contribution / active EE | $498 | $1,753-71.6% | $4,182-88.1% | $2,343-78.7% |
| Participant deferral / active EE | $8,153 | $3,272+149.2% | $5,045+61.6% | $3,332+144.7% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |