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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 | $76,582 | $62,548+22.4% | $85,708-10.6% | $85,852-10.8% |
| Participation rate | 31.5% | 61.1%-29.6pp | 69.9%-38.4pp | 69.3%-37.8pp |
| Annual return | 16.20% | 23.77%-7.6pp | 21.49%-5.3pp | 318.66%-302.5pp |
| Employer contribution / active EE | $3,851 | $1,755+119.4% | $2,618+47.1% | $2,566+50.1% |
| Participant deferral / active EE | $1,462 | $2,802-47.8% | $3,922-62.7% | $3,952-63.0% |
| Admin fee / account holder | $98 | $4,649-97.9% | $6,876-98.6% | $6,261-98.4% |