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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 | $82,611 | $93,617-11.8% | $135,982-39.2% | $75,177+9.9% |
| Participation rate | 65.4% | 75.2%-9.8pp | 81.9%-16.5pp | 67.2%-1.8pp |
| Annual return | 20.83% | 30.89%-10.1pp | 68.32%-47.5pp | 160.75%-139.9pp |
| Employer contribution / active EE | $1,615 | $3,538-54.4% | $4,859-66.8% | $2,671-39.5% |
| Participant deferral / active EE | $6,201 | $6,406-3.2% | $7,760-20.1% | $4,126+50.3% |
| Admin fee / account holder | $0 | $6,980-100.0% | $10,767-100.0% | $5,651-100.0% |