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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 | $104,278 | $39,036+167.1% | $80,784+29.1% | $85,851+21.5% |
| Participation rate | 53.6% | 41.6%+12.0pp | 54.2%-0.6pp | 69.3%-15.7pp |
| Annual return | 14.83% | 26.31%-11.5pp | 87.31%-72.5pp | 318.63%-303.8pp |
| Employer contribution / active EE | $1,385 | $722+91.8% | $1,160+19.4% | $2,565-46.0% |
| Participant deferral / active EE | $3,013 | $1,326+127.2% | $2,145+40.4% | $3,952-23.8% |
| Admin fee / account holder | $0 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |