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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 | $136,363 | $65,364+108.6% | $92,909+46.8% | $72,975+86.9% |
| Participation rate | 29.0% | 68.3%-39.3pp | 76.0%-47.0pp | 69.5%-40.5pp |
| Annual return | 17.69% | 42.11%-24.4pp | 109.44%-91.8pp | 81.01%-63.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,115 | $3,128-32.4% | $4,238-50.1% | $3,608-41.4% |
| Admin fee / account holder | $38 | $4,251-99.1% | $5,795-99.3% | $5,124-99.3% |