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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 | $101,950+80.4% | $125,529+46.5% | $86,983+111.5% |
| Participation rate | 21.4% | 70.2%-48.7pp | 74.7%-53.3pp | 69.5%-48.1pp |
| Annual return | 16.26% | 18.29%-2.0pp | 202.56%-186.3pp | 25.83%-9.6pp |
| Employer contribution / active EE | $754 | $2,358-68.0% | $3,058-75.3% | $2,584-70.8% |
| Participant deferral / active EE | $2,533 | $3,862-34.4% | $4,813-47.4% | $4,194-39.6% |
| Admin fee / account holder | $0 | $12,791-100.0% | $16,298-100.0% | $7,856-100.0% |