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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 | $67,448 | $56,060+20.3% | $76,002-11.3% | $80,874-16.6% |
| Participation rate | 8.6% | 62.0%-53.4pp | 69.1%-60.5pp | 67.6%-59.0pp |
| Annual return | 14.47% | 20.54%-6.1pp | 360.07%-345.6pp | 35.62%-21.1pp |
| Employer contribution / active EE | $405 | $1,873-78.4% | $2,688-84.9% | $2,756-85.3% |
| Participant deferral / active EE | $1,075 | $3,051-64.8% | $4,257-74.7% | $4,297-75.0% |
| Admin fee / account holder | $83 | $5,237-98.4% | $6,414-98.7% | $6,935-98.8% |