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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 | $101,564 | $88,707+14.5% | $74,184+36.9% | $273,972-62.9% |
| Participation rate | 33.3% | 79.4%-46.1pp | 76.6%-43.3pp | 83.0%-49.7pp |
| Annual return | 5.48% | 11.94%-6.5pp | 17.74%-12.3pp | 41.46%-36.0pp |
| Employer contribution / active EE | $799 | $3,159-74.7% | $2,370-66.3% | $4,869-83.6% |
| Participant deferral / active EE | $5,333 | $4,212+26.6% | $3,550+50.2% | $5,287+0.9% |
| Admin fee / account holder | $15 | $8,717-99.8% | $5,586-99.7% | $10,133-99.9% |