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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 | $128,686 | $95,975+34.1% | $74,549+72.6% | $135,379-4.9% |
| Participation rate | 60.0% | 75.7%-15.7pp | 69.1%-9.1pp | 82.6%-22.6pp |
| Annual return | 14.57% | 56.96%-42.4pp | 32.53%-18.0pp | 519.79%-505.2pp |
| Employer contribution / active EE | $1,418 | $2,716-47.8% | $1,961-27.7% | $4,779-70.3% |
| Participant deferral / active EE | $3,575 | $3,844-7.0% | $3,108+15.0% | $5,609-36.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |