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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 | $134,002 | $95,979+39.6% | $74,551+79.7% | $135,380-1.0% |
| Participation rate | 16.7% | 75.7%-59.0pp | 69.1%-52.5pp | 82.6%-66.0pp |
| Annual return | 2.31% | 56.97%-54.7pp | 32.53%-30.2pp | 519.81%-517.5pp |
| Employer contribution / active EE | $637 | $2,716-76.6% | $1,961-67.5% | $4,779-86.7% |
| Participant deferral / active EE | $3,583 | $3,844-6.8% | $3,108+15.3% | $5,609-36.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |