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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 | $61,815+12.2% | $97,295-28.7% | $80,959-14.3% |
| Participation rate | 12.9% | 63.5%-50.6pp | 72.7%-59.8pp | 67.7%-54.8pp |
| Annual return | 16.39% | -558.73%+575.1pp | 75.62%-59.2pp | 35.67%-19.3pp |
| Employer contribution / active EE | $477 | $1,836-74.0% | $2,723-82.5% | $2,757-82.7% |
| Participant deferral / active EE | $1,339 | $3,027-55.8% | $4,264-68.6% | $4,300-68.9% |
| Admin fee / account holder | $78 | $5,166-98.5% | $5,646-98.6% | $6,925-98.9% |