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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 | $89,078 | $58,523+52.2% | $99,470-10.4% | $72,983+22.1% |
| Participation rate | 64.7% | 64.6%+0.1pp | 73.8%-9.1pp | 69.5%-4.8pp |
| Annual return | 18.60% | 28.51%-9.9pp | 30.72%-12.1pp | 81.01%-62.4pp |
| Employer contribution / active EE | $390 | $1,512-74.2% | $2,540-84.6% | $2,440-84.0% |
| Participant deferral / active EE | $2,512 | $2,606-3.6% | $3,619-30.6% | $3,608-30.4% |
| Admin fee / account holder | $253 | $4,102-93.8% | $6,252-96.0% | $5,124-95.1% |