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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 | $87,183 | $90,486-3.7% | $78,676+10.8% | $273,972-68.2% |
| Participation rate | 21.7% | 76.5%-54.8pp | 73.6%-51.8pp | 83.0%-61.3pp |
| Annual return | 10.36% | 75.62%-65.3pp | 62.19%-51.8pp | 41.46%-31.1pp |
| Employer contribution / active EE | $474 | $3,175-85.1% | $2,850-83.4% | $4,869-90.3% |
| Participant deferral / active EE | $2,041 | $3,901-47.7% | $3,517-42.0% | $5,287-61.4% |
| Admin fee / account holder | $15 | $5,263-99.7% | $4,510-99.7% | $10,133-99.9% |