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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 | $70,159 | $56,894+23.3% | $84,753-17.2% | $62,881+11.6% |
| Participation rate | 19.2% | 68.5%-49.3pp | 76.6%-57.4pp | 69.3%-50.1pp |
| Annual return | 8.71% | 6.30%+2.4pp | 22.78%-14.1pp | 20.14%-11.4pp |
| Employer contribution / active EE | $642 | $2,400-73.3% | $3,574-82.0% | $2,281-71.9% |
| Participant deferral / active EE | $2,085 | $2,709-23.0% | $3,712-43.8% | $3,203-34.9% |
| Admin fee / account holder | $0 | $3,581-100.0% | $5,333-100.0% | $4,296-100.0% |