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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 | $108,832 | $70,430+54.5% | $96,572+12.7% | $85,851+26.8% |
| Participation rate | 40.0% | 61.8%-21.8pp | 69.8%-29.8pp | 69.3%-29.3pp |
| Annual return | 11.93% | 18.58%-6.7pp | 37.79%-25.9pp | 318.63%-306.7pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,426 | $2,894-16.2% | $3,850-37.0% | $3,952-38.6% |
| Admin fee / account holder | $232 | $4,996-95.4% | $6,183-96.3% | $6,261-96.3% |