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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 | $90,893 | $93,598-2.9% | $135,974-33.2% | $75,173+20.9% |
| Participation rate | 44.8% | 75.2%-30.4pp | 81.9%-37.1pp | 67.2%-22.4pp |
| Annual return | 32.84% | 30.89%+2.0pp | 68.30%-35.5pp | 160.72%-127.9pp |
| Employer contribution / active EE | $901 | $3,538-74.5% | $4,859-81.4% | $2,671-66.2% |
| Participant deferral / active EE | $3,898 | $6,405-39.1% | $7,760-49.8% | $4,126-5.5% |
| Admin fee / account holder | $33 | $6,978-99.5% | $10,767-99.7% | $5,651-99.4% |