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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 | $90,242 | $57,073+58.1% | $85,126+6.0% | $80,925+11.5% |
| Participation rate | 24.6% | 56.4%-31.8pp | 67.5%-42.9pp | 67.7%-43.0pp |
| Annual return | 11.32% | 21.69%-10.4pp | 66.63%-55.3pp | 35.65%-24.3pp |
| Employer contribution / active EE | $780 | $1,801-56.7% | $2,731-71.4% | $2,756-71.7% |
| Participant deferral / active EE | $1,841 | $3,113-40.9% | $4,523-59.3% | $4,299-57.2% |
| Admin fee / account holder | $77 | $4,988-98.5% | $6,160-98.8% | $6,940-98.9% |