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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 | $113,566 | $99,345+14.3% | $84,753+34.0% | $273,972-58.5% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 5.70% | 22.93%-17.2pp | 22.78%-17.1pp | 41.46%-35.8pp |
| Employer contribution / active EE | $0 | $4,214-100.0% | $3,574-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,280 | $4,270-46.6% | $3,712-38.6% | $5,287-56.9% |
| Admin fee / account holder | $148 | $6,645-97.8% | $5,333-97.2% | $10,133-98.5% |