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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 | $209,107 | $100,970+107.1% | $96,576+116.5% | $137,256+52.3% |
| Participation rate | 25.0% | 82.6%-57.6pp | 81.4%-56.4pp | 80.0%-55.0pp |
| Annual return | 17.68% | 38.16%-20.5pp | 38.47%-20.8pp | 220.34%-202.7pp |
| Employer contribution / active EE | $675 | $3,809-82.3% | $3,553-81.0% | $4,156-83.8% |
| Participant deferral / active EE | $2,367 | $8,286-71.4% | $7,956-70.3% | $6,407-63.1% |
| Admin fee / account holder | $0 | $11,312-100.0% | $11,381-100.0% | $12,270-100.0% |