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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 | $113,210 | $58,848+92.4% | $88,179+28.4% | $82,637+37.0% |
| Participation rate | 8.8% | 57.9%-49.1pp | 69.1%-60.3pp | 68.1%-59.3pp |
| Annual return | 15.90% | 22.76%-6.9pp | 64.97%-49.1pp | 53.51%-37.6pp |
| Employer contribution / active EE | $485 | $1,678-71.1% | $2,549-81.0% | $2,552-81.0% |
| Participant deferral / active EE | $873 | $3,124-72.1% | $4,614-81.1% | $4,126-78.9% |
| Admin fee / account holder | $106 | $4,795-97.8% | $7,673-98.6% | $7,339-98.6% |