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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 | $116,116 | $106,524+9.0% | $152,301-23.8% | $87,485+32.7% |
| Participation rate | 64.9% | 75.8%-10.9pp | 82.4%-17.6pp | 68.9%-4.1pp |
| Annual return | 15.70% | 26.89%-11.2pp | 80.50%-64.8pp | 26.06%-10.4pp |
| Employer contribution / active EE | $968 | $3,371-71.3% | $4,624-79.1% | $2,596-62.7% |
| Participant deferral / active EE | $7,575 | $6,525+16.1% | $8,004-5.4% | $4,274+77.2% |
| Admin fee / account holder | $185 | $8,287-97.8% | $14,398-98.7% | $7,775-97.6% |