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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 | $63,356 | $51,244+23.6% | $80,977-21.8% | $55,167+14.8% |
| Participation rate | 29.6% | 71.7%-42.1pp | 75.8%-46.2pp | 69.0%-39.4pp |
| Annual return | 7.83% | 17.39%-9.6pp | 17.11%-9.3pp | 169.23%-161.4pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,715-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,998 | $4,418-54.8% | $5,696-64.9% | $3,054-34.6% |
| Admin fee / account holder | $255 | $398-36.0% | $5,517-95.4% | $504-49.4% |