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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 | $204,139 | $99,053+106.1% | $88,179+131.5% | $138,895+47.0% |
| Participation rate | 27.3% | 74.2%-47.0pp | 69.1%-41.9pp | 79.9%-52.6pp |
| Annual return | 17.39% | 78.17%-60.8pp | 64.97%-47.6pp | 145.39%-128.0pp |
| Employer contribution / active EE | $838 | $2,882-70.9% | $2,549-67.1% | $4,194-80.0% |
| Participant deferral / active EE | $6,444 | $5,225+23.3% | $4,614+39.7% | $6,396+0.8% |
| Admin fee / account holder | $1 | $8,748-100.0% | $7,673-100.0% | $12,562-100.0% |