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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 | $109,409 | $90,509+20.9% | $78,693+39.0% | $273,968-60.1% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 10.12% | 75.61%-65.5pp | 62.18%-52.1pp | 41.45%-31.3pp |
| Employer contribution / active EE | $1,334 | $3,175-58.0% | $2,850-53.2% | $4,869-72.6% |
| Participant deferral / active EE | $10,221 | $3,901+162.0% | $3,517+190.6% | $5,287+93.3% |
| Admin fee / account holder | $0 | $5,264-100.0% | $4,511-100.0% | $10,132-100.0% |