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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 | $230,606 | $104,650+120.4% | $83,854+175.0% | $155,188+48.6% |
| Participation rate | 23.5% | 65.1%-41.5pp | 59.1%-35.6pp | 80.8%-57.3pp |
| Annual return | 16.85% | 28.97%-12.1pp | 31.39%-14.5pp | 148.84%-132.0pp |
| Employer contribution / active EE | $118 | $1,196-90.2% | $1,017-88.4% | $4,248-97.2% |
| Participant deferral / active EE | $1,794 | $2,367-24.2% | $2,035-11.8% | $6,531-72.5% |
| Admin fee / account holder | $0 | $3,518-100.0% | $3,197-100.0% | $14,480-100.0% |