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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 | $104,000 | $62,672+65.9% | $185,117-43.8% | $70,126+48.3% |
| Participation rate | 47.2% | 63.8%-16.6pp | 77.3%-30.0pp | 69.5%-22.3pp |
| Annual return | 17.48% | 40.79%-23.3pp | 40.50%-23.0pp | 73.15%-55.7pp |
| Employer contribution / active EE | $497 | $1,753-71.7% | $4,182-88.1% | $2,343-78.8% |
| Participant deferral / active EE | $1,672 | $3,272-48.9% | $5,045-66.9% | $3,332-49.8% |
| Admin fee / account holder | $0 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |