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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 | $80,855+16.5% | $153,416-38.6% | $86,983+8.3% |
| Participation rate | 36.4% | 64.1%-27.8pp | 74.3%-38.0pp | 69.5%-33.2pp |
| Annual return | 19.98% | 16.18%+3.8pp | 17.84%+2.1pp | 25.83%-5.8pp |
| Employer contribution / active EE | $967 | $2,308-58.1% | $3,764-74.3% | $2,584-62.6% |
| Participant deferral / active EE | $2,511 | $3,333-24.6% | $4,723-46.8% | $4,194-40.1% |
| Admin fee / account holder | $126 | $6,908-98.2% | $13,095-99.0% | $7,856-98.4% |