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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 | $117,635 | $72,272+62.8% | $101,264+16.2% | $79,858+47.3% |
| Participation rate | 32.0% | 68.5%-36.5pp | 75.8%-43.8pp | 69.6%-37.6pp |
| Annual return | 16.92% | 22.30%-5.4pp | 46.48%-29.6pp | 31.72%-14.8pp |
| Employer contribution / active EE | $1,568 | $2,692-41.7% | $3,660-57.2% | $2,471-36.5% |
| Participant deferral / active EE | $3,757 | $3,282+14.5% | $4,370-14.0% | $3,740+0.5% |
| Admin fee / account holder | $289 | $4,401-93.4% | $5,947-95.1% | $5,306-94.5% |