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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 | $86,046 | $79,557+8.2% | $118,746-27.5% | $70,126+22.7% |
| Participation rate | 64.7% | 71.4%-6.6pp | 78.3%-13.6pp | 69.5%-4.8pp |
| Annual return | 16.82% | 25.64%-8.8pp | 24.54%-7.7pp | 73.15%-56.3pp |
| Employer contribution / active EE | $857 | $2,861-70.0% | $4,193-79.6% | $2,343-63.4% |
| Participant deferral / active EE | $2,869 | $4,089-29.8% | $5,332-46.2% | $3,332-13.9% |
| Admin fee / account holder | $5 | $5,374-99.9% | $10,720-100.0% | $4,645-99.9% |