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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 | $183,941 | $97,648+88.4% | $121,663+51.2% | $87,485+110.3% |
| Participation rate | 21.4% | 70.5%-49.0pp | 74.5%-53.1pp | 68.9%-47.5pp |
| Annual return | 16.26% | 18.03%-1.8pp | 147.54%-131.3pp | 26.06%-9.8pp |
| Employer contribution / active EE | $754 | $2,300-67.2% | $3,020-75.0% | $2,596-70.9% |
| Participant deferral / active EE | $2,533 | $3,923-35.4% | $4,887-48.2% | $4,274-40.7% |
| Admin fee / account holder | $0 | $11,100-100.0% | $14,289-100.0% | $7,775-100.0% |