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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 | $123,951 | $57,061+117.2% | $85,063+45.7% | $80,911+53.2% |
| Participation rate | 37.0% | 56.3%-19.3pp | 67.5%-30.5pp | 67.6%-30.6pp |
| Annual return | 15.74% | 21.66%-5.9pp | 66.54%-50.8pp | 35.63%-19.9pp |
| Employer contribution / active EE | $911 | $1,799-49.4% | $2,727-66.6% | $2,756-66.9% |
| Participant deferral / active EE | $3,686 | $3,110+18.5% | $4,523-18.5% | $4,297-14.2% |
| Admin fee / account holder | $292 | $4,986-94.2% | $6,155-95.3% | $6,935-95.8% |