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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 | $200,838 | $65,034+208.8% | $90,970+120.8% | $79,856+151.5% |
| Participation rate | 10.0% | 61.6%-51.6pp | 69.0%-59.0pp | 69.6%-59.6pp |
| Annual return | 13.79% | 30.45%-16.7pp | 134.60%-120.8pp | 31.71%-17.9pp |
| Employer contribution / active EE | $546 | $1,247-56.3% | $2,122-74.3% | $2,471-77.9% |
| Participant deferral / active EE | $1,629 | $2,512-35.2% | $3,373-51.7% | $3,741-56.5% |
| Admin fee / account holder | $288 | $4,536-93.7% | $5,961-95.2% | $5,306-94.6% |