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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 | $116,571 | $95,193+22.5% | $76,523+52.3% | $135,382-13.9% |
| Participation rate | 31.8% | 74.4%-42.6pp | 68.0%-36.2pp | 82.6%-50.8pp |
| Annual return | 10.90% | 4.85%+6.0pp | -0.27%+11.2pp | 519.77%-508.9pp |
| Employer contribution / active EE | $1,162 | $3,302-64.8% | $2,647-56.1% | $4,779-75.7% |
| Participant deferral / active EE | $3,247 | $4,639-30.0% | $3,835-15.4% | $5,609-42.1% |
| Admin fee / account holder | $0 | $6,249-100.0% | $4,848-100.0% | $10,829-100.0% |