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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 | $94,753 | $56,894+66.5% | $84,753+11.8% | $62,881+50.7% |
| Participation rate | 42.9% | 68.5%-25.7pp | 76.6%-33.7pp | 69.3%-26.4pp |
| Annual return | 9.67% | 6.30%+3.4pp | 22.78%-13.1pp | 20.14%-10.5pp |
| Employer contribution / active EE | $1,559 | $2,400-35.0% | $3,574-56.4% | $2,281-31.6% |
| Participant deferral / active EE | $4,209 | $2,709+55.3% | $3,712+13.4% | $3,203+31.4% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |