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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 | $69,141 | $79,955-13.5% | $98,461-29.8% | $75,173-8.0% |
| Participation rate | 34.8% | 70.4%-35.5pp | 75.2%-40.3pp | 67.2%-32.4pp |
| Annual return | 19.94% | 19.75%+0.2pp | 21.17%-1.2pp | 160.72%-140.8pp |
| Employer contribution / active EE | $963 | $2,264-57.5% | $3,049-68.4% | $2,671-63.9% |
| Participant deferral / active EE | $1,708 | $3,752-54.5% | $4,738-64.0% | $4,126-58.6% |
| Admin fee / account holder | $68 | $6,841-99.0% | $8,961-99.2% | $5,651-98.8% |