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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 | $195,650 | $124,425+57.2% | $112,040+74.6% | $137,256+42.5% |
| Participation rate | 54.5% | 79.3%-24.8pp | 76.5%-21.9pp | 80.0%-25.4pp |
| Annual return | 15.97% | 24.72%-8.8pp | 24.52%-8.6pp | 220.34%-204.4pp |
| Employer contribution / active EE | $1,518 | $3,411-55.5% | $2,954-48.6% | $4,156-63.5% |
| Participant deferral / active EE | $2,723 | $5,718-52.4% | $5,098-46.6% | $6,407-57.5% |
| Admin fee / account holder | $75 | $15,207-99.5% | $12,098-99.4% | $12,270-99.4% |