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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 | $148,676 | $89,367+66.4% | $141,191+5.3% | $72,975+103.7% |
| Participation rate | 19.1% | 75.1%-56.0pp | 82.5%-63.3pp | 69.5%-50.3pp |
| Annual return | 26.17% | 111.87%-85.7pp | 71.41%-45.2pp | 81.01%-54.8pp |
| Employer contribution / active EE | $731 | $3,115-76.5% | $4,736-84.6% | $2,440-70.1% |
| Participant deferral / active EE | $3,128 | $5,419-42.3% | $6,710-53.4% | $3,608-13.3% |
| Admin fee / account holder | $2 | $5,957-100.0% | $10,264-100.0% | $5,124-100.0% |