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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 | $75,695 | $63,342+19.5% | $92,236-17.9% | $70,131+7.9% |
| Participation rate | 57.7% | 68.7%-11.0pp | 76.5%-18.8pp | 69.5%-11.8pp |
| Annual return | 15.81% | 530.15%-514.3pp | 176.29%-160.5pp | 73.14%-57.3pp |
| Employer contribution / active EE | $1,354 | $2,471-45.2% | $3,679-63.2% | $2,342-42.2% |
| Participant deferral / active EE | $2,688 | $2,854-5.8% | $3,897-31.0% | $3,332-19.3% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |