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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 | $148,752 | $96,956+53.4% | $69,779+113.2% | $273,972-45.7% |
| Participation rate | 42.9% | 77.1%-34.2pp | 71.8%-29.0pp | 83.0%-40.2pp |
| Annual return | 8.28% | 12.93%-4.6pp | 12.99%-4.7pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,475 | $3,316-55.5% | $2,338-36.9% | $4,869-69.7% |
| Participant deferral / active EE | $8,009 | $3,744+113.9% | $2,931+173.3% | $5,287+51.5% |
| Admin fee / account holder | $0 | $7,934-100.0% | $4,381-100.0% | $10,133-100.0% |