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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 | $63,354+96.0% | $94,105+32.0% | $82,637+50.3% |
| Participation rate | 33.3% | 63.8%-30.5pp | 71.9%-38.6pp | 68.1%-34.7pp |
| Annual return | 20.97% | 34.36%-13.4pp | 204.55%-183.6pp | 53.51%-32.5pp |
| Employer contribution / active EE | $767 | $1,760-56.4% | $2,504-69.4% | $2,552-69.9% |
| Participant deferral / active EE | $2,692 | $2,873-6.3% | $3,881-30.6% | $4,126-34.8% |
| Admin fee / account holder | $93 | $5,073-98.2% | $6,199-98.5% | $7,339-98.7% |