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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 | $90,040 | $28,624+214.6% | $53,647+67.8% | $82,637+9.0% |
| Participation rate | 13.8% | 47.3%-33.5pp | 56.3%-42.5pp | 68.1%-54.3pp |
| Annual return | 15.76% | 664.98%-649.2pp | 358.33%-342.6pp | 53.51%-37.7pp |
| Employer contribution / active EE | $241 | $637-62.1% | $962-74.9% | $2,552-90.5% |
| Participant deferral / active EE | $1,270 | $1,196+6.2% | $1,813-29.9% | $4,126-69.2% |
| Admin fee / account holder | $1 | $2,022-99.9% | $2,460-100.0% | $7,339-100.0% |