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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 | $111,857 | $133,998-16.5% | $112,263-0.4% | $134,545-16.9% |
| Participation rate | 23.1% | 78.6%-55.5pp | 75.1%-52.0pp | 81.2%-58.2pp |
| Annual return | 37.77% | 47.17%-9.4pp | 27.49%+10.3pp | 418.37%-380.6pp |
| Employer contribution / active EE | $942 | $4,040-76.7% | $3,636-74.1% | $4,742-80.1% |
| Participant deferral / active EE | $1,626 | $5,292-69.3% | $4,729-65.6% | $6,401-74.6% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |