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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 | $150,264 | $81,208+85.0% | $98,920+51.9% | $79,856+88.2% |
| Participation rate | 21.8% | 72.5%-50.7pp | 76.0%-54.2pp | 69.6%-47.8pp |
| Annual return | 13.65% | 60.99%-47.3pp | 196.47%-182.8pp | 31.71%-18.1pp |
| Employer contribution / active EE | $833 | $1,960-57.5% | $2,689-69.0% | $2,471-66.3% |
| Participant deferral / active EE | $1,508 | $3,265-53.8% | $4,245-64.5% | $3,741-59.7% |
| Admin fee / account holder | $163 | $6,013-97.3% | $6,643-97.6% | $5,306-96.9% |