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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 | $173,102 | $83,485+107.3% | $125,195+38.3% | $72,976+137.2% |
| Participation rate | 54.5% | 73.3%-18.8pp | 79.8%-25.2pp | 69.5%-14.9pp |
| Annual return | 17.27% | 25.77%-8.5pp | 43.79%-26.5pp | 81.02%-63.7pp |
| Employer contribution / active EE | $1,550 | $2,346-33.9% | $3,866-59.9% | $2,440-36.5% |
| Participant deferral / active EE | $3,502 | $3,586-2.4% | $4,937-29.1% | $3,608-2.9% |
| Admin fee / account holder | $22 | $5,518-99.6% | $9,704-99.8% | $5,124-99.6% |