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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 | $59,451 | $57,590+3.2% | $86,233-31.1% | $82,448-27.9% |
| Participation rate | 30.9% | 57.9%-27.0pp | 69.0%-38.1pp | 68.1%-37.2pp |
| Annual return | 17.15% | 22.41%-5.3pp | 61.39%-44.2pp | 41.64%-24.5pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,778 | $3,080-9.8% | $4,559-39.1% | $4,139-32.9% |
| Admin fee / account holder | $209 | $4,730-95.6% | $8,342-97.5% | $7,234-97.1% |