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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 | $110,983 | $114,013-2.7% | $103,693+7.0% | $155,188-28.5% |
| Participation rate | 55.0% | 75.2%-20.2pp | 72.6%-17.6pp | 80.8%-25.8pp |
| Annual return | 16.55% | 49.31%-32.8pp | 47.61%-31.1pp | 148.84%-132.3pp |
| Employer contribution / active EE | $641 | $3,131-79.5% | $2,920-78.1% | $4,248-84.9% |
| Participant deferral / active EE | $3,633 | $4,970-26.9% | $4,579-20.7% | $6,531-44.4% |
| Admin fee / account holder | $66 | $8,407-99.2% | $7,858-99.2% | $14,480-99.5% |