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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 | $157,386 | $58,493+169.1% | $84,023+87.3% | $72,976+115.7% |
| Participation rate | 8.8% | 61.2%-52.5pp | 69.0%-60.2pp | 69.5%-60.7pp |
| Annual return | 21.32% | 28.93%-7.6pp | 71.32%-50.0pp | 81.02%-59.7pp |
| Employer contribution / active EE | $476 | $1,163-59.1% | $1,984-76.0% | $2,440-80.5% |
| Participant deferral / active EE | $1,370 | $2,394-42.8% | $3,239-57.7% | $3,608-62.0% |
| Admin fee / account holder | $197 | $4,569-95.7% | $6,102-96.8% | $5,124-96.2% |