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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 | $157,509 | $39,028+303.6% | $80,741+95.1% | $85,856+83.5% |
| Participation rate | 23.3% | 41.6%-18.3pp | 54.2%-30.9pp | 69.3%-46.1pp |
| Annual return | 14.49% | 26.31%-11.8pp | 87.30%-72.8pp | 318.58%-304.1pp |
| Employer contribution / active EE | $360 | $722-50.2% | $1,160-69.0% | $2,565-86.0% |
| Participant deferral / active EE | $1,991 | $1,326+50.2% | $2,145-7.2% | $3,952-49.6% |
| Admin fee / account holder | $236 | $2,429-90.3% | $3,380-93.0% | $6,261-96.2% |