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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 | $196,074 | $56,110+249.4% | $94,993+106.4% | $70,126+179.6% |
| Participation rate | 15.9% | 65.0%-49.1pp | 73.9%-58.0pp | 69.5%-53.6pp |
| Annual return | 19.56% | 51.02%-31.5pp | 27.14%-7.6pp | 73.15%-53.6pp |
| Employer contribution / active EE | $269 | $1,442-81.3% | $2,603-89.7% | $2,343-88.5% |
| Participant deferral / active EE | $1,257 | $2,391-47.4% | $3,317-62.1% | $3,332-62.3% |
| Admin fee / account holder | $281 | $3,456-91.9% | $4,960-94.3% | $4,645-93.9% |