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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 | $101,530 | $99,875+1.7% | $146,866-30.9% | $86,983+16.7% |
| Participation rate | 13.8% | 75.8%-62.0pp | 82.5%-68.7pp | 69.5%-55.7pp |
| Annual return | 21.67% | 28.10%-6.4pp | 102.85%-81.2pp | 25.83%-4.2pp |
| Employer contribution / active EE | $461 | $3,224-85.7% | $4,425-89.6% | $2,584-82.2% |
| Participant deferral / active EE | $2,451 | $6,322-61.2% | $7,759-68.4% | $4,194-41.6% |
| Admin fee / account holder | $58 | $7,838-99.3% | $13,620-99.6% | $7,856-99.3% |