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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 | $172,593 | $65,364+164.1% | $92,909+85.8% | $72,975+136.5% |
| Participation rate | 59.4% | 68.3%-8.9pp | 76.0%-16.6pp | 69.5%-10.1pp |
| Annual return | 21.58% | 42.11%-20.5pp | 109.44%-87.9pp | 81.01%-59.4pp |
| Employer contribution / active EE | $1,500 | $2,594-42.2% | $3,653-58.9% | $2,440-38.5% |
| Participant deferral / active EE | $3,402 | $3,128+8.7% | $4,238-19.7% | $3,608-5.7% |
| Admin fee / account holder | $284 | $4,251-93.3% | $5,795-95.1% | $5,124-94.5% |