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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 | $109,562 | $99,345+10.3% | $84,753+29.3% | $273,972-60.0% |
| Participation rate | 29.4% | 80.7%-51.3pp | 76.6%-47.2pp | 83.0%-53.6pp |
| Annual return | 5.29% | 22.93%-17.6pp | 22.78%-17.5pp | 41.46%-36.2pp |
| Employer contribution / active EE | $1,033 | $4,214-75.5% | $3,574-71.1% | $4,869-78.8% |
| Participant deferral / active EE | $1,902 | $4,270-55.5% | $3,712-48.8% | $5,287-64.0% |
| Admin fee / account holder | $8 | $6,645-99.9% | $5,333-99.8% | $10,133-99.9% |