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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 | $84,216 | $57,541+46.4% | $95,759-12.1% | $75,177+12.0% |
| Participation rate | 34.4% | 62.5%-28.1pp | 72.3%-37.8pp | 67.2%-32.8pp |
| Annual return | 18.15% | 34.93%-16.8pp | 28.42%-10.3pp | 160.75%-142.6pp |
| Employer contribution / active EE | $1,074 | $1,808-40.6% | $2,836-62.1% | $2,671-59.8% |
| Participant deferral / active EE | $2,239 | $3,074-27.2% | $4,244-47.2% | $4,126-45.7% |
| Admin fee / account holder | $248 | $4,099-93.9% | $5,678-95.6% | $5,651-95.6% |