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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 | $75,921 | $54,757+38.7% | $90,300-15.9% | $72,983+4.0% |
| Participation rate | 44.1% | 65.1%-21.0pp | 73.3%-29.2pp | 69.5%-25.4pp |
| Annual return | 26.30% | 30.63%-4.3pp | 78.11%-51.8pp | 81.01%-54.7pp |
| Employer contribution / active EE | $954 | $2,092-54.4% | $2,854-66.6% | $2,440-60.9% |
| Participant deferral / active EE | $1,546 | $2,887-46.4% | $3,884-60.2% | $3,608-57.1% |
| Admin fee / account holder | $0 | $3,972-100.0% | $5,353-100.0% | $5,124-100.0% |