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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 | $85,672 | $67,606+26.7% | $82,313+4.1% | $70,124+22.2% |
| Participation rate | 63.5% | 72.8%-9.3pp | 76.9%-13.4pp | 69.5%-6.1pp |
| Annual return | 19.54% | 21.57%-2.0pp | 25.88%-6.3pp | 73.14%-53.6pp |
| Employer contribution / active EE | $501 | $1,755-71.5% | $2,428-79.4% | $2,342-78.6% |
| Participant deferral / active EE | $2,743 | $2,987-8.2% | $3,706-26.0% | $3,332-17.7% |
| Admin fee / account holder | $221 | $4,512-95.1% | $5,608-96.1% | $4,645-95.2% |