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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 | $58,318 | $76,564-23.8% | $105,582-44.8% | $94,015-38.0% |
| Participation rate | 12.9% | 65.2%-52.3pp | 71.8%-58.9pp | 70.8%-57.9pp |
| Annual return | 18.29% | 20.69%-2.4pp | 18.61%-0.3pp | 17.84%+0.4pp |
| Employer contribution / active EE | $666 | $1,995-66.6% | $2,984-77.7% | $2,790-76.1% |
| Participant deferral / active EE | $1,516 | $3,320-54.3% | $4,353-65.2% | $4,249-64.3% |
| Admin fee / account holder | $273 | $7,129-96.2% | $12,856-97.9% | $8,951-97.0% |