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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 | $191,006 | $60,349+216.5% | $74,184+157.5% | $62,881+203.8% |
| Participation rate | 51.7% | 72.7%-21.0pp | 76.6%-24.9pp | 69.3%-17.6pp |
| Annual return | 8.14% | 21.38%-13.2pp | 17.74%-9.6pp | 20.14%-12.0pp |
| Employer contribution / active EE | $784 | $1,680-53.4% | $2,370-66.9% | $2,281-65.6% |
| Participant deferral / active EE | $3,219 | $2,856+12.7% | $3,550-9.3% | $3,203+0.5% |
| Admin fee / account holder | $0 | $4,261-100.0% | $5,586-100.0% | $4,296-100.0% |