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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 | $63,023 | $45,312+39.1% | $86,233-26.9% | $67,986-7.3% |
| Participation rate | 20.8% | 42.4%-21.6pp | 69.0%-48.2pp | 57.2%-36.4pp |
| Annual return | 21.23% | 24.79%-3.6pp | 61.39%-40.2pp | 31.67%-10.4pp |
| Employer contribution / active EE | $574 | $1,160-50.5% | $2,504-77.1% | $2,019-71.5% |
| Participant deferral / active EE | $970 | $2,185-55.6% | $4,559-78.7% | $3,358-71.1% |
| Admin fee / account holder | $74 | $3,295-97.8% | $8,342-99.1% | $3,203-97.7% |