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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 | $68,106 | $57,119+19.2% | $85,187-20.1% | $80,935-15.9% |
| Participation rate | 17.4% | 56.4%-39.0pp | 67.5%-50.1pp | 67.7%-50.3pp |
| Annual return | 14.35% | 21.70%-7.3pp | 66.67%-52.3pp | 35.66%-21.3pp |
| Employer contribution / active EE | $719 | $1,802-60.1% | $2,732-73.7% | $2,757-73.9% |
| Participant deferral / active EE | $2,618 | $3,115-15.9% | $4,525-42.1% | $4,299-39.1% |
| Admin fee / account holder | $5 | $4,990-99.9% | $6,162-99.9% | $6,924-99.9% |