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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 | $81,403+15.7% | $147,027-35.9% | $87,485+7.7% |
| Participation rate | 36.4% | 63.4%-27.1pp | 73.7%-37.4pp | 68.9%-32.6pp |
| Annual return | 19.98% | 16.51%+3.5pp | 20.23%-0.2pp | 26.06%-6.1pp |
| Employer contribution / active EE | $967 | $2,205-56.2% | $3,626-73.3% | $2,596-62.8% |
| Participant deferral / active EE | $2,511 | $3,315-24.3% | $4,933-49.1% | $4,274-41.2% |
| Admin fee / account holder | $126 | $6,755-98.1% | $12,223-99.0% | $7,775-98.4% |