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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 | $89,562 | $58,655+52.7% | $91,994-2.6% | $65,185+37.4% |
| Participation rate | 34.0% | 75.3%-41.3pp | 78.6%-44.6pp | 70.2%-36.2pp |
| Annual return | 22.67% | 33.92%-11.2pp | 69.04%-46.4pp | 29.38%-6.7pp |
| Employer contribution / active EE | $0 | $2,080-100.0% | $3,453-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,720 | $5,474-50.3% | $5,924-54.1% | $3,514-22.6% |
| Admin fee / account holder | $107 | $434-75.4% | $7,744-98.6% | $847-87.4% |