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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 | $70,654 | $67,411+4.8% | $91,004-22.4% | $70,126+0.8% |
| Participation rate | 51.3% | 71.4%-20.1pp | 75.6%-24.3pp | 69.5%-18.3pp |
| Annual return | 18.16% | -40.16%+58.3pp | 4.60%+13.6pp | 73.15%-55.0pp |
| Employer contribution / active EE | $936 | $1,786-47.6% | $2,456-61.9% | $2,343-60.0% |
| Participant deferral / active EE | $1,353 | $2,823-52.1% | $3,548-61.9% | $3,332-59.4% |
| Admin fee / account holder | $0 | $4,236-100.0% | $5,417-100.0% | $4,645-100.0% |