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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 | $80,314 | $58,828+36.5% | $78,002+3.0% | $62,881+27.7% |
| Participation rate | 47.2% | 71.1%-23.8pp | 75.5%-28.3pp | 69.3%-22.1pp |
| Annual return | 5.47% | 17.16%-11.7pp | 425.99%-420.5pp | 20.14%-14.7pp |
| Employer contribution / active EE | $610 | $1,672-63.5% | $2,470-75.3% | $2,281-73.2% |
| Participant deferral / active EE | $1,847 | $2,686-31.2% | $3,497-47.2% | $3,203-42.3% |
| Admin fee / account holder | $299 | $4,393-93.2% | $5,481-94.5% | $4,296-93.0% |