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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 | $127,611 | $81,504+56.6% | $102,437+24.6% | $80,959+57.6% |
| Participation rate | 30.2% | 66.9%-36.6pp | 74.5%-44.3pp | 67.7%-37.4pp |
| Annual return | 14.32% | 25.60%-11.3pp | 24.95%-10.6pp | 35.67%-21.3pp |
| Employer contribution / active EE | $1,333 | $3,104-57.1% | $3,871-65.6% | $2,757-51.7% |
| Participant deferral / active EE | $3,582 | $3,871-7.4% | $5,060-29.2% | $4,300-16.7% |
| Admin fee / account holder | $5 | $6,719-99.9% | $8,388-99.9% | $6,925-99.9% |