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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 | $240,720 | $86,050+179.7% | $189,758+26.9% | $94,015+156.0% |
| Participation rate | 15.2% | 68.9%-53.7pp | 79.8%-64.6pp | 70.8%-55.6pp |
| Annual return | 12.27% | 17.77%-5.5pp | 52.62%-40.3pp | 17.84%-5.6pp |
| Employer contribution / active EE | $598 | $2,819-78.8% | $4,767-87.5% | $2,790-78.6% |
| Participant deferral / active EE | $2,821 | $3,349-15.8% | $5,856-51.8% | $4,249-33.6% |
| Admin fee / account holder | $0 | $6,627-100.0% | $20,388-100.0% | $8,951-100.0% |