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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 | $102,803 | $36,948+178.2% | $73,658+39.6% | $87,485+17.5% |
| Participation rate | 38.1% | 46.8%-8.7pp | 57.0%-18.9pp | 68.9%-30.8pp |
| Annual return | 15.08% | 28.64%-13.6pp | 29.72%-14.6pp | 26.06%-11.0pp |
| Employer contribution / active EE | $1,190 | $670+77.6% | $1,032+15.2% | $2,596-54.2% |
| Participant deferral / active EE | $2,408 | $1,379+74.6% | $2,062+16.8% | $4,274-43.7% |
| Admin fee / account holder | $105 | $2,531-95.9% | $3,357-96.9% | $7,775-98.7% |