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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 | $98,356 | $77,814+26.4% | $158,223-37.8% | $86,983+13.1% |
| Participation rate | 30.8% | 68.4%-37.6pp | 79.2%-48.4pp | 69.5%-38.8pp |
| Annual return | 19.94% | 30.54%-10.6pp | 52.09%-32.2pp | 25.83%-5.9pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $3,775 | $3,270+15.5% | $5,467-30.9% | $4,194-10.0% |
| Admin fee / account holder | $0 | $5,879-100.0% | $16,047-100.0% | $7,856-100.0% |