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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 | $119,418 | $115,810+3.1% | $101,271+17.9% | $158,966-24.9% |
| Participation rate | 42.9% | 79.4%-36.5pp | 75.8%-32.9pp | 82.0%-39.1pp |
| Annual return | 10.31% | 56.15%-45.8pp | 46.48%-36.2pp | 302.95%-292.6pp |
| Employer contribution / active EE | $758 | $4,175-81.8% | $3,660-79.3% | $4,762-84.1% |
| Participant deferral / active EE | $1,671 | $4,958-66.3% | $4,371-61.8% | $5,983-72.1% |
| Admin fee / account holder | $0 | $7,248-100.0% | $5,948-100.0% | $11,250-100.0% |