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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 | $102,573 | $77,638+32.1% | $156,551-34.5% | $62,881+63.1% |
| Participation rate | 49.4% | 71.2%-21.8pp | 84.0%-34.6pp | 69.3%-19.9pp |
| Annual return | 7.74% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.4pp |
| Employer contribution / active EE | $1,317 | $3,444-61.8% | $5,501-76.1% | $2,281-42.3% |
| Participant deferral / active EE | $3,539 | $3,046+16.2% | $4,871-27.3% | $3,203+10.5% |
| Admin fee / account holder | $130 | $5,561-97.7% | $13,028-99.0% | $4,296-97.0% |