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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 | $221,961 | $58,828+277.3% | $78,002+184.6% | $62,881+253.0% |
| Participation rate | 37.1% | 71.1%-33.9pp | 75.5%-38.4pp | 69.3%-32.2pp |
| Annual return | 6.94% | 17.16%-10.2pp | 425.99%-419.0pp | 20.14%-13.2pp |
| Employer contribution / active EE | $3,617 | $1,672+116.4% | $2,470+46.4% | $2,281+58.6% |
| Participant deferral / active EE | $2,913 | $2,686+8.5% | $3,497-16.7% | $3,203-9.1% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,481-100.0% | $4,296-100.0% |