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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 | $86,041 | $52,279+64.6% | $89,414-3.8% | $79,852+7.8% |
| Participation rate | 11.4% | 57.5%-46.2pp | 68.0%-56.6pp | 69.6%-58.3pp |
| Annual return | 48.39% | 22.16%+26.2pp | 245.50%-197.1pp | 31.72%+16.7pp |
| Employer contribution / active EE | $404 | $1,572-74.3% | $2,586-84.4% | $2,471-83.7% |
| Participant deferral / active EE | $1,021 | $2,740-62.8% | $3,890-73.8% | $3,740-72.7% |
| Admin fee / account holder | $0 | $3,356-100.0% | $4,883-100.0% | $5,306-100.0% |