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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 | $179,089 | $46,877+282.0% | $122,354+46.4% | $70,126+155.4% |
| Participation rate | 48.1% | 58.2%-10.1pp | 71.6%-23.5pp | 69.5%-21.4pp |
| Annual return | 23.01% | 24.22%-1.2pp | 30.28%-7.3pp | 73.15%-50.1pp |
| Employer contribution / active EE | $2,207 | $1,288+71.3% | $4,051-45.5% | $2,343-5.8% |
| Participant deferral / active EE | $5,517 | $2,167+154.5% | $3,287+67.8% | $3,332+65.6% |
| Admin fee / account holder | $14 | $3,324-99.6% | $5,479-99.7% | $4,645-99.7% |