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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 | $183,742 | $48,053+282.4% | $84,623+117.1% | $72,983+151.8% |
| Participation rate | 25.7% | 57.6%-31.9pp | 68.2%-42.6pp | 69.5%-43.8pp |
| Annual return | 24.06% | 37.39%-13.3pp | 258.77%-234.7pp | 81.01%-57.0pp |
| Employer contribution / active EE | $736 | $1,602-54.1% | $2,652-72.3% | $2,440-69.9% |
| Participant deferral / active EE | $2,223 | $2,681-17.1% | $3,899-43.0% | $3,608-38.4% |
| Admin fee / account holder | $285 | $3,395-91.6% | $4,913-94.2% | $5,124-94.4% |