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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 | $135,295 | $58,828+130.0% | $78,002+73.5% | $62,881+115.2% |
| Participation rate | 47.2% | 71.1%-23.8pp | 75.5%-28.3pp | 69.3%-22.1pp |
| Annual return | 11.04% | 17.16%-6.1pp | 425.99%-414.9pp | 20.14%-9.1pp |
| Employer contribution / active EE | $346 | $1,672-79.3% | $2,470-86.0% | $2,281-84.8% |
| Participant deferral / active EE | $1,616 | $2,686-39.8% | $3,497-53.8% | $3,203-49.5% |
| Admin fee / account holder | $250 | $4,393-94.3% | $5,481-95.4% | $4,296-94.2% |