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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 | $115,161 | $29,051+296.4% | $52,425+119.7% | $67,986+69.4% |
| Participation rate | 21.2% | 30.4%-9.2pp | 55.6%-34.4pp | 57.2%-36.0pp |
| Annual return | 18.91% | 24.00%-5.1pp | 302.12%-283.2pp | 31.67%-12.8pp |
| Employer contribution / active EE | $442 | $412+7.3% | $914-51.7% | $2,019-78.1% |
| Participant deferral / active EE | $1,212 | $873+38.8% | $1,790-32.3% | $3,358-63.9% |
| Admin fee / account holder | $24 | $2,113-98.9% | $2,495-99.0% | $3,203-99.3% |