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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 | $133,077 | $78,013+70.6% | $178,449-25.4% | $80,911+64.5% |
| Participation rate | 39.5% | 65.7%-26.2pp | 77.1%-37.6pp | 67.6%-28.2pp |
| Annual return | 13.07% | 18.07%-5.0pp | 27.09%-14.0pp | 35.63%-22.6pp |
| Employer contribution / active EE | $1,327 | $2,287-42.0% | $3,951-66.4% | $2,756-51.8% |
| Participant deferral / active EE | $1,989 | $4,408-54.9% | $6,277-68.3% | $4,297-53.7% |
| Admin fee / account holder | $25 | $7,166-99.7% | $10,362-99.8% | $6,935-99.6% |