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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 | $69,354 | $61,789+12.2% | $97,167-28.6% | $80,874-14.2% |
| Participation rate | 12.9% | 63.5%-50.6pp | 72.7%-59.8pp | 67.6%-54.7pp |
| Annual return | 16.39% | -557.90%+574.3pp | 75.27%-58.9pp | 35.62%-19.2pp |
| Employer contribution / active EE | $477 | $1,837-74.0% | $2,729-82.5% | $2,756-82.7% |
| Participant deferral / active EE | $1,339 | $3,028-55.8% | $4,264-68.6% | $4,297-68.8% |
| Admin fee / account holder | $78 | $5,168-98.5% | $5,650-98.6% | $6,935-98.9% |