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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 | $72,317 | $54,541+32.6% | $78,778-8.2% | $70,126+3.1% |
| Participation rate | 43.3% | 60.8%-17.5pp | 69.2%-25.9pp | 69.5%-26.2pp |
| Annual return | 17.33% | 21.07%-3.7pp | 35.62%-18.3pp | 73.15%-55.8pp |
| Employer contribution / active EE | $504 | $1,089-53.7% | $1,986-74.6% | $2,343-78.5% |
| Participant deferral / active EE | $1,807 | $2,210-18.2% | $2,958-38.9% | $3,332-45.8% |
| Admin fee / account holder | $67 | $3,709-98.2% | $5,134-98.7% | $4,645-98.5% |