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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 | $57,119+58.0% | $85,187+5.9% | $80,935+11.5% |
| Participation rate | 24.6% | 56.4%-31.8pp | 67.5%-42.9pp | 67.7%-43.0pp |
| Annual return | 11.32% | 21.70%-10.4pp | 66.67%-55.3pp | 35.66%-24.3pp |
| Employer contribution / active EE | $780 | $1,802-56.7% | $2,732-71.5% | $2,757-71.7% |
| Participant deferral / active EE | $1,841 | $3,115-40.9% | $4,525-59.3% | $4,299-57.2% |
| Admin fee / account holder | $77 | $4,990-98.5% | $6,162-98.8% | $6,924-98.9% |