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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 | $81,536 | $59,839+36.3% | $81,988-0.6% | $79,858+2.1% |
| Participation rate | 8.8% | 61.6%-52.8pp | 69.3%-60.4pp | 69.6%-60.8pp |
| Annual return | 19.34% | 17.56%+1.8pp | 41.31%-22.0pp | 31.72%-12.4pp |
| Employer contribution / active EE | $396 | $1,713-76.9% | $2,498-84.2% | $2,471-84.0% |
| Participant deferral / active EE | $1,274 | $2,695-52.7% | $3,722-65.8% | $3,740-66.0% |
| Admin fee / account holder | $20 | $4,287-99.5% | $5,665-99.6% | $5,306-99.6% |