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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 | $103,215 | $93,617+10.3% | $135,982-24.1% | $75,177+37.3% |
| Participation rate | 34.5% | 75.2%-40.7pp | 81.9%-47.4pp | 67.2%-32.7pp |
| Annual return | 20.50% | 30.89%-10.4pp | 68.32%-47.8pp | 160.75%-140.2pp |
| Employer contribution / active EE | $0 | $3,538-100.0% | $4,859-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,852 | $6,406-39.9% | $7,760-50.4% | $4,126-6.6% |
| Admin fee / account holder | $0 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |