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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 | $124,196 | $63,703+95.0% | $93,063+33.5% | $82,448+50.6% |
| Participation rate | 33.3% | 63.8%-30.5pp | 72.1%-38.8pp | 68.1%-34.7pp |
| Annual return | 20.97% | -775.43%+796.4pp | 34.15%-13.2pp | 41.64%-20.7pp |
| Employer contribution / active EE | $767 | $1,729-55.6% | $2,476-69.0% | $2,551-69.9% |
| Participant deferral / active EE | $2,692 | $2,919-7.8% | $3,958-32.0% | $4,139-35.0% |
| Admin fee / account holder | $93 | $5,982-98.4% | $6,033-98.5% | $7,234-98.7% |