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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 | $69,426 | $57,828+20.1% | $117,039-40.7% | $70,126-1.0% |
| Participation rate | 42.2% | 67.1%-24.9pp | 77.2%-35.0pp | 69.5%-27.4pp |
| Annual return | 17.66% | 17.55%+0.1pp | 18.95%-1.3pp | 73.15%-55.5pp |
| Employer contribution / active EE | $856 | $1,816-52.9% | $3,785-77.4% | $2,343-63.5% |
| Participant deferral / active EE | $1,910 | $2,438-21.7% | $3,929-51.4% | $3,332-42.7% |
| Admin fee / account holder | $262 | $3,548-92.6% | $5,974-95.6% | $4,645-94.4% |