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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 | $78,690+135.2% | $161,489+14.6% | $87,485+111.5% |
| Participation rate | 54.4% | 67.5%-13.1pp | 78.7%-24.3pp | 68.9%-14.5pp |
| Annual return | 13.60% | 32.74%-19.1pp | 89.72%-76.1pp | 26.06%-12.5pp |
| Employer contribution / active EE | $1,747 | $2,588-32.5% | $4,268-59.1% | $2,596-32.7% |
| Participant deferral / active EE | $3,858 | $3,311+16.5% | $5,630-31.5% | $4,274-9.7% |
| Admin fee / account holder | $0 | $6,724-100.0% | $16,006-100.0% | $7,775-100.0% |