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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 | $64,010+94.2% | $108,359+14.7% | $64,340+93.2% |
| Participation rate | 22.8% | 49.4%-26.6pp | 70.1%-47.3pp | 55.2%-32.4pp |
| Annual return | 12.27% | 19.74%-7.5pp | 36.89%-24.6pp | 24.14%-11.9pp |
| Employer contribution / active EE | $691 | $1,029-32.8% | $2,399-71.2% | $1,862-62.9% |
| Participant deferral / active EE | $1,206 | $2,395-49.7% | $4,137-70.8% | $2,980-59.5% |
| Admin fee / account holder | $42 | $4,885-99.1% | $9,741-99.6% | $3,703-98.9% |