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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 | $91,797 | $29,733+208.7% | $56,025+63.8% | $80,959+13.4% |
| Participation rate | 36.6% | 41.7%-5.1pp | 52.5%-15.9pp | 67.7%-31.1pp |
| Annual return | 18.52% | 35.28%-16.8pp | 1712.69%-1694.2pp | 35.67%-17.2pp |
| Employer contribution / active EE | $1,110 | $672+65.3% | $1,042+6.6% | $2,757-59.7% |
| Participant deferral / active EE | $1,820 | $1,229+48.0% | $1,955-6.9% | $4,300-57.7% |
| Admin fee / account holder | $226 | $2,434-90.7% | $2,828-92.0% | $6,925-96.7% |