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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 | $54,861 | $45,087+21.7% | $69,483-21.0% | $72,976-24.8% |
| Participation rate | 28.6% | 68.5%-39.9pp | 74.6%-46.0pp | 69.5%-40.9pp |
| Annual return | 17.89% | 22.67%-4.8pp | 28.99%-11.1pp | 81.02%-63.1pp |
| Employer contribution / active EE | $610 | $2,055-70.3% | $2,780-78.1% | $2,440-75.0% |
| Participant deferral / active EE | $2,304 | $2,603-11.5% | $3,537-34.9% | $3,608-36.1% |
| Admin fee / account holder | $261 | $3,057-91.5% | $3,841-93.2% | $5,124-94.9% |