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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 | $200,342 | $91,559+118.8% | $133,971+49.5% | $79,852+150.9% |
| Participation rate | 38.8% | 73.3%-34.6pp | 79.8%-41.1pp | 69.6%-30.9pp |
| Annual return | 22.99% | 61.85%-38.9pp | 45.09%-22.1pp | 31.72%-8.7pp |
| Employer contribution / active EE | $1,514 | $2,384-36.5% | $3,919-61.4% | $2,471-38.7% |
| Participant deferral / active EE | $3,727 | $3,734-0.2% | $5,047-26.1% | $3,740-0.3% |
| Admin fee / account holder | $201 | $6,321-96.8% | $8,929-97.7% | $5,306-96.2% |