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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 | $227,485 | $167,415+35.9% | $140,514+61.9% | $198,609+14.5% |
| Participation rate | 52.6% | 80.9%-28.3pp | 77.8%-25.2pp | 82.4%-29.7pp |
| Annual return | 12.54% | 13.85%-1.3pp | 14.36%-1.8pp | 202.70%-190.2pp |
| Employer contribution / active EE | $0 | $4,088-100.0% | $3,378-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,927 | $5,579-29.6% | $4,919-20.2% | $6,977-43.7% |
| Admin fee / account holder | $12 | $16,730-99.9% | $13,697-99.9% | $19,030-99.9% |