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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 | $160,015 | $108,285+47.8% | $77,552+106.3% | $158,982+0.6% |
| Participation rate | 20.0% | 64.4%-44.4pp | 54.2%-34.2pp | 82.0%-62.0pp |
| Annual return | 10.58% | 31.69%-21.1pp | 54.82%-44.2pp | 302.99%-292.4pp |
| Employer contribution / active EE | $169 | $1,325-87.2% | $987-82.9% | $4,763-96.4% |
| Participant deferral / active EE | $3,900 | $2,455+58.8% | $1,861+109.6% | $5,983-34.8% |
| Admin fee / account holder | $30 | $3,709-99.2% | $2,859-99.0% | $11,252-99.7% |