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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 | $136,087 | $66,431+104.9% | $109,916+23.8% | $85,851+58.5% |
| Participation rate | 32.0% | 63.9%-31.9pp | 74.2%-42.2pp | 69.3%-37.3pp |
| Annual return | 15.20% | 19.59%-4.4pp | 29.46%-14.3pp | 318.63%-303.4pp |
| Employer contribution / active EE | $838 | $1,688-50.4% | $2,844-70.5% | $2,565-67.3% |
| Participant deferral / active EE | $1,959 | $2,844-31.1% | $4,047-51.6% | $3,952-50.4% |
| Admin fee / account holder | $90 | $4,559-98.0% | $6,069-98.5% | $6,261-98.6% |