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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 | $79,623 | $85,024-6.4% | $70,544+12.9% | $139,466-42.9% |
| Participation rate | 40.0% | 73.9%-33.9pp | 68.4%-28.4pp | 80.3%-40.3pp |
| Annual return | 14.68% | 30.39%-15.7pp | 32.79%-18.1pp | 373.66%-359.0pp |
| Employer contribution / active EE | $1,161 | $3,912-70.3% | $2,976-61.0% | $4,754-75.6% |
| Participant deferral / active EE | $2,586 | $5,891-56.1% | $4,568-43.4% | $6,712-61.5% |
| Admin fee / account holder | $0 | $8,928-100.0% | $6,427-100.0% | $11,409-100.0% |