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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 | $92,079 | $83,337+10.5% | $67,834+35.7% | $273,972-66.4% |
| Participation rate | 40.0% | 76.4%-36.4pp | 68.8%-28.8pp | 83.0%-43.0pp |
| Annual return | 5.14% | 259.45%-254.3pp | 138.47%-133.3pp | 41.46%-36.3pp |
| Employer contribution / active EE | $2,913 | $3,287-11.4% | $2,403+21.2% | $4,869-40.2% |
| Participant deferral / active EE | $9,600 | $4,088+134.8% | $3,160+203.8% | $5,287+81.6% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,133-100.0% |