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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 | $93,716 | $154,228-39.2% | $145,433-35.6% | $137,256-31.7% |
| Participation rate | 23.8% | 83.8%-60.0pp | 82.1%-58.3pp | 80.0%-56.2pp |
| Annual return | 30.37% | 74.59%-44.2pp | 66.58%-36.2pp | 220.34%-190.0pp |
| Employer contribution / active EE | $904 | $4,804-81.2% | $4,554-80.2% | $4,156-78.3% |
| Participant deferral / active EE | $2,606 | $8,216-68.3% | $7,897-67.0% | $6,407-59.3% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |