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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 | $99,875+74.7% | $146,866+18.8% | $86,983+100.6% |
| Participation rate | 36.8% | 75.8%-39.0pp | 82.5%-45.7pp | 69.5%-32.7pp |
| Annual return | 14.80% | 28.10%-13.3pp | 102.85%-88.1pp | 25.83%-11.0pp |
| Employer contribution / active EE | $821 | $3,224-74.5% | $4,425-81.5% | $2,584-68.2% |
| Participant deferral / active EE | $3,137 | $6,322-50.4% | $7,759-59.6% | $4,194-25.2% |
| Admin fee / account holder | $0 | $7,838-100.0% | $13,620-100.0% | $7,856-100.0% |