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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 | $184,424 | $105,929+74.1% | $81,926+125.1% | $158,950+16.0% |
| Participation rate | 33.3% | 75.6%-42.3pp | 72.0%-38.7pp | 82.0%-48.6pp |
| Annual return | 5.61% | 38.19%-32.6pp | 29.49%-23.9pp | 302.91%-297.3pp |
| Employer contribution / active EE | $4,114 | $7,802-47.3% | $4,310-4.6% | $4,762-13.6% |
| Participant deferral / active EE | $4,333 | $13,007-66.7% | $7,108-39.0% | $5,983-27.6% |
| Admin fee / account holder | $0 | $8,492-100.0% | $5,159-100.0% | $11,248-100.0% |