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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 | $181,233 | $72,273+150.8% | $101,275+79.0% | $79,856+126.9% |
| Participation rate | 61.1% | 68.5%-7.3pp | 75.8%-14.7pp | 69.6%-8.5pp |
| Annual return | 13.62% | 22.30%-8.7pp | 46.48%-32.9pp | 31.71%-18.1pp |
| Employer contribution / active EE | $1,780 | $2,691-33.8% | $3,660-51.4% | $2,471-28.0% |
| Participant deferral / active EE | $3,823 | $3,282+16.5% | $4,371-12.5% | $3,741+2.2% |
| Admin fee / account holder | $145 | $4,401-96.7% | $5,948-97.6% | $5,306-97.3% |