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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 | $182,098 | $37,446+386.3% | $77,513+134.9% | $79,852+128.0% |
| Participation rate | 9.1% | 41.5%-32.4pp | 54.2%-45.1pp | 69.6%-60.5pp |
| Annual return | 11.59% | 39.76%-28.2pp | 54.81%-43.2pp | 31.72%-20.1pp |
| Employer contribution / active EE | $482 | $637-24.4% | $987-51.2% | $2,471-80.5% |
| Participant deferral / active EE | $1,611 | $1,261+27.8% | $1,861-13.5% | $3,740-56.9% |
| Admin fee / account holder | $0 | $2,506-100.0% | $2,859-100.0% | $5,306-100.0% |