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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 | $196,902 | $81,276+142.3% | $155,574+26.6% | $80,925+143.3% |
| Participation rate | 14.0% | 66.2%-52.2pp | 78.2%-64.2pp | 67.7%-53.6pp |
| Annual return | 12.75% | 33.36%-20.6pp | 64.87%-52.1pp | 35.65%-22.9pp |
| Employer contribution / active EE | $517 | $3,103-83.3% | $4,676-88.9% | $2,756-81.2% |
| Participant deferral / active EE | $2,651 | $3,453-23.2% | $5,629-52.9% | $4,299-38.3% |
| Admin fee / account holder | $6 | $7,993-99.9% | $15,914-100.0% | $6,940-99.9% |