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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 | $108,603 | $56,894+90.9% | $84,753+28.1% | $62,881+72.7% |
| Participation rate | 18.2% | 68.5%-50.4pp | 76.6%-58.4pp | 69.3%-51.1pp |
| Annual return | 10.44% | 6.30%+4.1pp | 22.78%-12.3pp | 20.14%-9.7pp |
| Employer contribution / active EE | $727 | $2,400-69.7% | $3,574-79.7% | $2,281-68.1% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $132 | $3,581-96.3% | $5,333-97.5% | $4,296-96.9% |