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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 | $87,349 | $105,929-17.5% | $81,716+6.9% | $158,966-45.1% |
| Participation rate | 44.4% | 75.6%-31.2pp | 72.0%-27.6pp | 82.0%-37.5pp |
| Annual return | 21.31% | 38.19%-16.9pp | 29.49%-8.2pp | 302.95%-281.6pp |
| Employer contribution / active EE | $333 | $7,802-95.7% | $4,310-92.3% | $4,762-93.0% |
| Participant deferral / active EE | $6,509 | $13,007-50.0% | $7,108-8.4% | $5,983+8.8% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,250-100.0% |