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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 | $131,598 | $37,436+251.5% | $77,513+69.8% | $79,858+64.8% |
| Participation rate | 3.2% | 41.5%-38.3pp | 54.2%-51.0pp | 69.6%-66.4pp |
| Annual return | 18.61% | 39.75%-21.1pp | 54.81%-36.2pp | 31.72%-13.1pp |
| Employer contribution / active EE | $316 | $637-50.4% | $987-67.9% | $2,471-87.2% |
| Participant deferral / active EE | $961 | $1,261-23.7% | $1,861-48.3% | $3,740-74.3% |
| Admin fee / account holder | $120 | $2,505-95.2% | $2,859-95.8% | $5,306-97.7% |