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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 | $96,941 | $81,276+19.3% | $155,574-37.7% | $80,925+19.8% |
| Participation rate | 27.6% | 66.2%-38.7pp | 78.2%-50.6pp | 67.7%-40.1pp |
| Annual return | 14.94% | 33.36%-18.4pp | 64.87%-49.9pp | 35.65%-20.7pp |
| Employer contribution / active EE | $884 | $3,103-71.5% | $4,676-81.1% | $2,756-67.9% |
| Participant deferral / active EE | $1,613 | $3,453-53.3% | $5,629-71.3% | $4,299-62.5% |
| Admin fee / account holder | $88 | $7,993-98.9% | $15,914-99.4% | $6,940-98.7% |