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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 | $83,322 | $108,825-23.4% | $156,181-46.7% | $82,448+1.1% |
| Participation rate | 34.2% | 72.4%-38.2pp | 78.8%-44.6pp | 68.1%-33.9pp |
| Annual return | 15.05% | 20.59%-5.5pp | 64.87%-49.8pp | 41.64%-26.6pp |
| Employer contribution / active EE | $2,281 | $2,870-20.5% | $4,294-46.9% | $2,551-10.6% |
| Participant deferral / active EE | $3,612 | $4,577-21.1% | $6,132-41.1% | $4,139-12.7% |
| Admin fee / account holder | $47 | $9,341-99.5% | $14,586-99.7% | $7,234-99.3% |