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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 | $149,614 | $68,878+117.2% | $120,574+24.1% | $80,935+84.9% |
| Participation rate | 30.9% | 61.7%-30.8pp | 71.9%-41.1pp | 67.7%-36.8pp |
| Annual return | 10.38% | 23.67%-13.3pp | 107.42%-97.0pp | 35.66%-25.3pp |
| Employer contribution / active EE | $1,039 | $2,065-49.7% | $3,471-70.1% | $2,757-62.3% |
| Participant deferral / active EE | $2,292 | $3,189-28.1% | $4,996-54.1% | $4,299-46.7% |
| Admin fee / account holder | $170 | $5,782-97.1% | $9,445-98.2% | $6,924-97.6% |