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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 | $190,957 | $105,960+80.2% | $81,726+133.7% | $158,982+20.1% |
| Participation rate | 5.6% | 75.6%-70.1pp | 72.0%-66.5pp | 82.0%-76.4pp |
| Annual return | 26.52% | 38.19%-11.7pp | 29.49%-3.0pp | 302.99%-276.5pp |
| Employer contribution / active EE | $350 | $7,805-95.5% | $4,311-91.9% | $4,763-92.6% |
| Participant deferral / active EE | $1,021 | $13,011-92.2% | $7,108-85.6% | $5,983-82.9% |
| Admin fee / account holder | $262 | $8,494-96.9% | $5,160-94.9% | $11,252-97.7% |