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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 | $65,652 | $59,804+9.8% | $81,982-19.9% | $79,856-17.8% |
| Participation rate | 52.8% | 61.6%-8.9pp | 69.3%-16.5pp | 69.6%-16.9pp |
| Annual return | 14.09% | 17.56%-3.5pp | 41.31%-27.2pp | 31.71%-17.6pp |
| Employer contribution / active EE | $569 | $1,713-66.8% | $2,498-77.2% | $2,471-77.0% |
| Participant deferral / active EE | $1,847 | $2,695-31.5% | $3,722-50.4% | $3,741-50.6% |
| Admin fee / account holder | $255 | $4,288-94.1% | $5,665-95.5% | $5,306-95.2% |