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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 | $61,575 | $198,217-68.9% | $120,344-48.8% | - |
| Participation rate | 64.6% | 59.1%+5.5pp | 76.7%-12.1pp | - |
| Annual return | 26.98% | 9.45%+17.5pp | 20.30%+6.7pp | - |
| Employer contribution / active EE | $0 | $1,858-100.0% | $3,020-100.0% | - |
| Participant deferral / active EE | $3,372 | $3,727-9.5% | $5,135-34.3% | - |
| Admin fee / account holder | $257 | $27,022-99.0% | $12,742-98.0% | - |