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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 | $101,154 | $56,894+77.8% | $84,753+19.4% | $62,881+60.9% |
| Participation rate | 48.9% | 68.5%-19.6pp | 76.6%-27.7pp | 69.3%-20.4pp |
| Annual return | 15.94% | 6.30%+9.6pp | 22.78%-6.8pp | 20.14%-4.2pp |
| Employer contribution / active EE | $2,326 | $2,400-3.1% | $3,574-34.9% | $2,281+2.0% |
| Participant deferral / active EE | $4,224 | $2,709+55.9% | $3,712+13.8% | $3,203+31.9% |
| Admin fee / account holder | $12 | $3,581-99.7% | $5,333-99.8% | $4,296-99.7% |