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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 | $108,387 | $63,355+71.1% | $91,994+17.8% | $72,983+48.5% |
| Participation rate | 17.9% | 72.5%-54.6pp | 78.6%-60.7pp | 69.5%-51.5pp |
| Annual return | 21.35% | 35.35%-14.0pp | 69.03%-47.7pp | 81.01%-59.7pp |
| Employer contribution / active EE | $818 | $2,116-61.3% | $3,452-76.3% | $2,440-66.5% |
| Participant deferral / active EE | $3,996 | $4,883-18.2% | $5,923-32.5% | $3,608+10.8% |
| Admin fee / account holder | $217 | $4,668-95.3% | $7,743-97.2% | $5,124-95.8% |