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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 | $151,722 | $95,453+58.9% | $112,040+35.4% | $82,448+84.0% |
| Participation rate | 61.3% | 72.8%-11.5pp | 76.5%-15.2pp | 68.1%-6.8pp |
| Annual return | 15.25% | 23.92%-8.7pp | 24.52%-9.3pp | 41.64%-26.4pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,980 | $4,224-5.8% | $5,098-21.9% | $4,139-3.9% |
| Admin fee / account holder | $294 | $9,013-96.7% | $12,098-97.6% | $7,234-95.9% |