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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 | $57,119+117.0% | $85,187+45.5% | $80,935+53.1% |
| Participation rate | 37.0% | 56.4%-19.4pp | 67.5%-30.5pp | 67.7%-30.6pp |
| Annual return | 15.74% | 21.70%-6.0pp | 66.67%-50.9pp | 35.66%-19.9pp |
| Employer contribution / active EE | $911 | $1,802-49.4% | $2,732-66.7% | $2,757-67.0% |
| Participant deferral / active EE | $3,686 | $3,115+18.3% | $4,525-18.5% | $4,299-14.3% |
| Admin fee / account holder | $292 | $4,990-94.2% | $6,162-95.3% | $6,924-95.8% |