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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 | $175,844 | $90,486+94.3% | $78,676+123.5% | $273,972-35.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 73.6%-23.6pp | 83.0%-33.0pp |
| Annual return | 7.52% | 75.62%-68.1pp | 62.19%-54.7pp | 41.46%-33.9pp |
| Employer contribution / active EE | $826 | $3,175-74.0% | $2,850-71.0% | $4,869-83.0% |
| Participant deferral / active EE | $8,091 | $3,901+107.4% | $3,517+130.1% | $5,287+53.0% |
| Admin fee / account holder | $286 | $5,263-94.6% | $4,510-93.7% | $10,133-97.2% |