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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 | $138,809 | $99,380+39.7% | $90,312+53.7% | $155,188-10.6% |
| Participation rate | 50.0% | 77.3%-27.3pp | 72.9%-22.9pp | 80.8%-30.8pp |
| Annual return | 35.10% | 19.35%+15.8pp | 18.90%+16.2pp | 148.84%-113.7pp |
| Employer contribution / active EE | $0 | $2,390-100.0% | $2,243-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,749-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $9,766-100.0% | $8,248-100.0% | $14,480-100.0% |