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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 | $134,157 | $65,027+106.3% | $90,970+47.5% | $79,852+68.0% |
| Participation rate | 39.5% | 61.6%-22.1pp | 69.0%-29.5pp | 69.6%-30.1pp |
| Annual return | 27.83% | 30.45%-2.6pp | 134.58%-106.7pp | 31.72%-3.9pp |
| Employer contribution / active EE | $508 | $1,247-59.2% | $2,122-76.0% | $2,471-79.4% |
| Participant deferral / active EE | $1,627 | $2,512-35.2% | $3,373-51.8% | $3,740-56.5% |
| Admin fee / account holder | $44 | $4,535-99.0% | $5,960-99.3% | $5,306-99.2% |