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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 | $233,978 | $104,650+123.6% | $83,854+179.0% | $155,188+50.8% |
| Participation rate | 33.3% | 65.1%-31.7pp | 59.1%-25.8pp | 80.8%-47.5pp |
| Annual return | 17.58% | 28.97%-11.4pp | 31.39%-13.8pp | 148.84%-131.3pp |
| Employer contribution / active EE | $1,693 | $1,196+41.5% | $1,017+66.5% | $4,248-60.1% |
| Participant deferral / active EE | $7,833 | $2,367+230.9% | $2,035+284.9% | $6,531+19.9% |
| Admin fee / account holder | $0 | $3,518-100.0% | $3,197-100.0% | $14,480-100.0% |