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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 | $164,936 | $124,980+32.0% | $108,359+52.2% | $154,746+6.6% |
| Participation rate | 37.5% | 75.2%-37.7pp | 70.1%-32.6pp | 80.7%-43.2pp |
| Annual return | 12.60% | 45.00%-32.4pp | 36.89%-24.3pp | 172.34%-159.7pp |
| Employer contribution / active EE | $750 | $2,851-73.7% | $2,399-68.8% | $4,379-82.9% |
| Participant deferral / active EE | $1,670 | $4,743-64.8% | $4,137-59.6% | $6,730-75.2% |
| Admin fee / account holder | $92 | $11,502-99.2% | $9,741-99.1% | $14,365-99.4% |