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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 | $137,745 | $82,882+66.2% | $127,803+7.8% | $72,976+88.8% |
| Participation rate | 48.0% | 71.5%-23.5pp | 79.0%-31.0pp | 69.5%-21.5pp |
| Annual return | 17.75% | 32.20%-14.5pp | 26.14%-8.4pp | 81.02%-63.3pp |
| Employer contribution / active EE | $2,264 | $3,346-32.4% | $4,576-50.5% | $2,440-7.2% |
| Participant deferral / active EE | $3,918 | $4,791-18.2% | $6,023-35.0% | $3,608+8.6% |
| Admin fee / account holder | $0 | $6,487-100.0% | $9,399-100.0% | $5,124-100.0% |