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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 | $174,450 | $106,864+63.2% | $147,318+18.4% | $82,637+111.1% |
| Participation rate | 36.8% | 75.5%-38.7pp | 82.1%-45.2pp | 68.1%-31.2pp |
| Annual return | 14.80% | 27.49%-12.7pp | 70.43%-55.6pp | 53.51%-38.7pp |
| Employer contribution / active EE | $821 | $3,417-76.0% | $4,593-82.1% | $2,552-67.8% |
| Participant deferral / active EE | $3,137 | $6,496-51.7% | $7,906-60.3% | $4,126-24.0% |
| Admin fee / account holder | $0 | $8,415-100.0% | $13,708-100.0% | $7,339-100.0% |