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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 | $55,786 | $51,708+7.9% | $106,619-47.7% | $62,881-11.3% |
| Participation rate | 12.2% | 66.9%-54.7pp | 78.0%-65.8pp | 69.3%-57.1pp |
| Annual return | 14.19% | 4.69%+9.5pp | 9.42%+4.8pp | 20.14%-6.0pp |
| Employer contribution / active EE | $776 | $1,764-56.0% | $3,947-80.3% | $2,281-66.0% |
| Participant deferral / active EE | $1,527 | $2,315-34.1% | $3,930-61.2% | $3,203-52.3% |
| Admin fee / account holder | $0 | $3,349-100.0% | $6,418-100.0% | $4,296-100.0% |