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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 | $118,099 | $69,444+70.1% | $92,985+27.0% | $87,485+35.0% |
| Participation rate | 52.8% | 63.3%-10.5pp | 69.5%-16.7pp | 68.9%-16.2pp |
| Annual return | 15.05% | 23.85%-8.8pp | 27.99%-12.9pp | 26.06%-11.0pp |
| Employer contribution / active EE | $0 | $1,917-100.0% | $2,662-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,812 | $3,364+13.3% | $4,377-12.9% | $4,274-10.8% |
| Admin fee / account holder | $94 | $6,137-98.5% | $9,463-99.0% | $7,775-98.8% |