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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 | $44,746+40.8% | $88,179-28.5% | $64,097-1.7% |
| Participation rate | 20.8% | 39.8%-19.0pp | 69.1%-48.3pp | 55.2%-34.4pp |
| Annual return | 21.23% | 24.70%-3.5pp | 64.97%-43.7pp | 34.64%-13.4pp |
| Employer contribution / active EE | $574 | $1,078-46.7% | $2,549-77.5% | $1,891-69.6% |
| Participant deferral / active EE | $970 | $2,072-53.2% | $4,614-79.0% | $3,080-68.5% |
| Admin fee / account holder | $74 | $3,437-97.8% | $7,673-99.0% | $3,454-97.9% |