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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 | $114,589 | $63,845+79.5% | $81,370+40.8% | $80,959+41.5% |
| Participation rate | 34.2% | 63.9%-29.7pp | 69.5%-35.3pp | 67.7%-33.5pp |
| Annual return | 12.72% | 16.37%-3.6pp | 24.85%-12.1pp | 35.67%-22.9pp |
| Employer contribution / active EE | $1,205 | $1,980-39.1% | $2,464-51.1% | $2,757-56.3% |
| Participant deferral / active EE | $0 | $3,093-100.0% | $3,885-100.0% | $4,300-100.0% |
| Admin fee / account holder | $146 | $5,688-97.4% | $5,749-97.5% | $6,925-97.9% |