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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 | $124,317 | $67,638+83.8% | $133,346-6.8% | $69,733+78.3% |
| Participation rate | 22.8% | 54.3%-31.5pp | 72.8%-50.0pp | 62.5%-39.6pp |
| Annual return | 12.27% | 13.38%-1.1pp | 36.85%-24.6pp | 15.22%-3.0pp |
| Employer contribution / active EE | $691 | $1,177-41.3% | $2,853-75.8% | $2,250-69.3% |
| Participant deferral / active EE | $1,206 | $2,567-53.0% | $4,332-72.2% | $3,054-60.5% |
| Admin fee / account holder | $42 | $4,814-99.1% | $14,264-99.7% | $3,102-98.6% |