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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 | $142,769 | $112,729+26.6% | $98,716+44.6% | $137,256+4.0% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.3%-31.8pp | 80.0%-42.5pp |
| Annual return | 16.69% | 38.48%-21.8pp | 31.81%-15.1pp | 220.34%-203.6pp |
| Employer contribution / active EE | $582 | $2,725-78.7% | $2,279-74.5% | $4,156-86.0% |
| Participant deferral / active EE | $6,075 | $4,640+30.9% | $4,048+50.1% | $6,407-5.2% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |