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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 | $168,264 | $81,276+107.0% | $155,574+8.2% | $80,925+107.9% |
| Participation rate | 5.7% | 66.2%-60.5pp | 78.2%-72.5pp | 67.7%-61.9pp |
| Annual return | 14.02% | 33.36%-19.3pp | 64.87%-50.8pp | 35.65%-21.6pp |
| Employer contribution / active EE | $457 | $3,103-85.3% | $4,676-90.2% | $2,756-83.4% |
| Participant deferral / active EE | $1,244 | $3,453-64.0% | $5,629-77.9% | $4,299-71.1% |
| Admin fee / account holder | $20 | $7,993-99.7% | $15,914-99.9% | $6,940-99.7% |