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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 | $102,708 | $90,486+13.5% | $78,676+30.5% | $273,972-62.5% |
| Participation rate | 25.0% | 76.5%-51.5pp | 73.6%-48.6pp | 83.0%-58.0pp |
| Annual return | 6.29% | 75.62%-69.3pp | 62.19%-55.9pp | 41.46%-35.2pp |
| Employer contribution / active EE | $159 | $3,175-95.0% | $2,850-94.4% | $4,869-96.7% |
| Participant deferral / active EE | $550 | $3,901-85.9% | $3,517-84.4% | $5,287-89.6% |
| Admin fee / account holder | $25 | $5,263-99.5% | $4,510-99.4% | $10,133-99.8% |