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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 | $149,108 | $106,974+39.4% | $90,796+64.2% | $138,895+7.4% |
| Participation rate | 33.3% | 74.9%-41.5pp | 69.5%-36.2pp | 79.9%-46.6pp |
| Annual return | 21.12% | 20.10%+1.0pp | 19.29%+1.8pp | 145.39%-124.3pp |
| Employer contribution / active EE | $433 | $2,609-83.4% | $2,294-81.1% | $4,194-89.7% |
| Participant deferral / active EE | $8,667 | $4,455+94.6% | $3,822+126.8% | $6,396+35.5% |
| Admin fee / account holder | $58 | $8,626-99.3% | $7,024-99.2% | $12,562-99.5% |