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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 | $153,218 | $101,798+50.5% | $165,071-7.2% | $80,935+89.3% |
| Participation rate | 54.0% | 71.8%-17.8pp | 78.6%-24.6pp | 67.7%-13.7pp |
| Annual return | 22.85% | 16.73%+6.1pp | 70.17%-47.3pp | 35.66%-12.8pp |
| Employer contribution / active EE | $1,003 | $2,954-66.1% | $4,347-76.9% | $2,757-63.6% |
| Participant deferral / active EE | $6,305 | $4,476+40.8% | $6,035+4.5% | $4,299+46.6% |
| Admin fee / account holder | $261 | $8,221-96.8% | $12,695-97.9% | $6,924-96.2% |