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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 | $185,053 | $76,407+142.2% | $150,298+23.1% | $82,448+124.4% |
| Participation rate | 54.4% | 66.4%-12.0pp | 77.8%-23.3pp | 68.1%-13.7pp |
| Annual return | 13.60% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $1,747 | $2,614-33.2% | $4,154-57.9% | $2,551-31.5% |
| Participant deferral / active EE | $3,858 | $3,214+20.0% | $5,453-29.2% | $4,139-6.8% |
| Admin fee / account holder | $0 | $6,352-100.0% | $14,116-100.0% | $7,234-100.0% |