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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 | $136,860+43.0% | $120,344+62.6% | $154,746+26.4% |
| Participation rate | 54.5% | 79.9%-25.3pp | 76.7%-22.2pp | 80.7%-26.2pp |
| Annual return | 15.97% | 21.38%-5.4pp | 20.30%-4.3pp | 172.34%-156.4pp |
| Employer contribution / active EE | $1,518 | $3,533-57.0% | $3,020-49.7% | $4,379-65.3% |
| Participant deferral / active EE | $2,723 | $5,793-53.0% | $5,135-47.0% | $6,730-59.5% |
| Admin fee / account holder | $75 | $15,393-99.5% | $12,742-99.4% | $14,365-99.5% |