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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 | $93,979 | $73,988+27.0% | $96,538-2.7% | $75,177+25.0% |
| Participation rate | 45.2% | 66.4%-21.3pp | 74.3%-29.2pp | 67.2%-22.0pp |
| Annual return | 22.28% | 26.73%-4.4pp | 35.74%-13.5pp | 160.75%-138.5pp |
| Employer contribution / active EE | $1,221 | $2,930-58.3% | $3,740-67.4% | $2,671-54.3% |
| Participant deferral / active EE | $2,775 | $3,660-24.2% | $4,880-43.1% | $4,126-32.8% |
| Admin fee / account holder | $73 | $5,220-98.6% | $6,737-98.9% | $5,651-98.7% |