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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 | $115,561 | $88,707+30.3% | $74,184+55.8% | $273,972-57.8% |
| Participation rate | 53.3% | 79.4%-26.1pp | 76.6%-23.3pp | 83.0%-29.7pp |
| Annual return | 8.09% | 11.94%-3.8pp | 17.74%-9.6pp | 41.46%-33.4pp |
| Employer contribution / active EE | $1,266 | $3,159-59.9% | $2,370-46.6% | $4,869-74.0% |
| Participant deferral / active EE | $3,896 | $4,212-7.5% | $3,550+9.7% | $5,287-26.3% |
| Admin fee / account holder | $75 | $8,717-99.1% | $5,586-98.7% | $10,133-99.3% |