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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 | $94,201 | $77,896+20.9% | $134,172-29.8% | $82,448+14.3% |
| Participation rate | 36.4% | 62.8%-26.4pp | 72.5%-36.1pp | 68.1%-31.7pp |
| Annual return | 19.98% | 18.21%+1.8pp | 25.30%-5.3pp | 41.64%-21.7pp |
| Employer contribution / active EE | $967 | $2,159-55.2% | $3,420-71.7% | $2,551-62.1% |
| Participant deferral / active EE | $2,511 | $3,162-20.6% | $4,690-46.5% | $4,139-39.3% |
| Admin fee / account holder | $126 | $6,336-98.0% | $12,016-98.9% | $7,234-98.3% |