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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 | $117,478 | $99,345+18.3% | $84,753+38.6% | $273,972-57.1% |
| Participation rate | 38.9% | 80.7%-41.8pp | 76.6%-37.7pp | 83.0%-44.1pp |
| Annual return | 5.56% | 22.93%-17.4pp | 22.78%-17.2pp | 41.46%-35.9pp |
| Employer contribution / active EE | $1,042 | $4,214-75.3% | $3,574-70.9% | $4,869-78.6% |
| Participant deferral / active EE | $4,964 | $4,270+16.2% | $3,712+33.7% | $5,287-6.1% |
| Admin fee / account holder | $0 | $6,645-100.0% | $5,333-100.0% | $10,133-100.0% |