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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 | $201,517 | $99,345+102.8% | $84,753+137.8% | $273,972-26.4% |
| Participation rate | 64.3% | 80.7%-16.4pp | 76.6%-12.3pp | 83.0%-18.7pp |
| Annual return | 12.11% | 22.93%-10.8pp | 22.78%-10.7pp | 41.46%-29.3pp |
| Employer contribution / active EE | $2,420 | $4,214-42.6% | $3,574-32.3% | $4,869-50.3% |
| Participant deferral / active EE | $7,831 | $4,270+83.4% | $3,712+111.0% | $5,287+48.1% |
| Admin fee / account holder | $85 | $6,645-98.7% | $5,333-98.4% | $10,133-99.2% |