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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 | $127,072 | $58,493+117.2% | $84,023+51.2% | $72,976+74.1% |
| Participation rate | 46.6% | 61.2%-14.7pp | 69.0%-22.5pp | 69.5%-22.9pp |
| Annual return | 23.01% | 28.93%-5.9pp | 71.32%-48.3pp | 81.02%-58.0pp |
| Employer contribution / active EE | $980 | $1,163-15.7% | $1,984-50.6% | $2,440-59.8% |
| Participant deferral / active EE | $2,615 | $2,394+9.2% | $3,239-19.3% | $3,608-27.5% |
| Admin fee / account holder | $291 | $4,569-93.6% | $6,102-95.2% | $5,124-94.3% |