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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 | $178,884 | $64,311+178.2% | $57,356+211.9% | $125,389+42.7% |
| Participation rate | 20.0% | 78.6%-58.6pp | 75.1%-55.1pp | 83.2%-63.2pp |
| Annual return | 1.38% | 25.14%-23.8pp | 24.41%-23.0pp | 282.24%-280.9pp |
| Employer contribution / active EE | $0 | $3,193-100.0% | $2,689-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $4,150 | $3,846+7.9% | $3,162+31.3% | $5,352-22.5% |
| Admin fee / account holder | $0 | $5,243-100.0% | $3,357-100.0% | $9,541-100.0% |