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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 | $60,081 | $76,551-21.5% | $123,894-51.5% | $62,881-4.5% |
| Participation rate | 59.1% | 73.0%-13.9pp | 81.4%-22.3pp | 69.3%-10.2pp |
| Annual return | 6.71% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,782 | $2,882-38.2% | $4,617-61.4% | $2,281-21.9% |
| Participant deferral / active EE | $4,845 | $4,840+0.1% | $5,984-19.0% | $3,203+51.3% |
| Admin fee / account holder | $287 | $4,826-94.0% | $8,357-96.6% | $4,296-93.3% |