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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 | $71,635 | $43,730+63.8% | $121,220-40.9% | $64,173+11.6% |
| Participation rate | 29.8% | 58.3%-28.5pp | 71.8%-41.9pp | 69.6%-39.7pp |
| Annual return | 9.08% | 68.94%-59.9pp | 16.94%-7.9pp | 7.63%+1.4pp |
| Employer contribution / active EE | $374 | $1,297-71.1% | $4,023-90.7% | $2,381-84.3% |
| Participant deferral / active EE | $1,231 | $2,281-46.0% | $3,345-63.2% | $3,470-64.5% |
| Admin fee / account holder | $265 | $3,502-92.4% | $5,021-94.7% | $4,887-94.6% |