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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 | $172,983 | $107,809+60.5% | $97,032+78.3% | $155,188+11.5% |
| Participation rate | 30.8% | 75.5%-44.7pp | 71.6%-40.8pp | 80.8%-50.0pp |
| Annual return | 11.40% | 38.06%-26.7pp | 35.38%-24.0pp | 148.84%-137.4pp |
| Employer contribution / active EE | $2,206 | $2,911-24.2% | $2,629-16.1% | $4,248-48.1% |
| Participant deferral / active EE | $3,708 | $5,129-27.7% | $4,672-20.6% | $6,531-43.2% |
| Admin fee / account holder | $167 | $10,717-98.4% | $9,418-98.2% | $14,480-98.8% |