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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 | $100,187 | $77,638+29.0% | $156,551-36.0% | $62,881+59.3% |
| Participation rate | 56.8% | 71.2%-14.4pp | 84.0%-27.3pp | 69.3%-12.5pp |
| Annual return | 6.80% | 50.33%-43.5pp | 32.23%-25.4pp | 20.14%-13.3pp |
| Employer contribution / active EE | $373 | $3,444-89.2% | $5,501-93.2% | $2,281-83.7% |
| Participant deferral / active EE | $6,365 | $3,046+109.0% | $4,871+30.7% | $3,203+98.7% |
| Admin fee / account holder | $281 | $5,561-95.0% | $13,028-97.8% | $4,296-93.5% |