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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 | $224,919 | $95,453+135.6% | $112,040+100.7% | $82,448+172.8% |
| Participation rate | 46.0% | 72.8%-26.8pp | 76.5%-30.5pp | 68.1%-22.1pp |
| Annual return | 15.10% | 23.92%-8.8pp | 24.52%-9.4pp | 41.64%-26.5pp |
| Employer contribution / active EE | $0 | $2,318-100.0% | $2,954-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,642 | $4,224-13.8% | $5,098-28.5% | $4,139-12.0% |
| Admin fee / account holder | $242 | $9,013-97.3% | $12,098-98.0% | $7,234-96.7% |