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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 | $112,357 | $81,276+38.2% | $155,574-27.8% | $80,925+38.8% |
| Participation rate | 58.6% | 66.2%-7.6pp | 78.2%-19.6pp | 67.7%-9.0pp |
| Annual return | 14.80% | 33.36%-18.6pp | 64.87%-50.1pp | 35.65%-20.8pp |
| Employer contribution / active EE | $1,908 | $3,103-38.5% | $4,676-59.2% | $2,756-30.8% |
| Participant deferral / active EE | $2,830 | $3,453-18.0% | $5,629-49.7% | $4,299-34.2% |
| Admin fee / account holder | $73 | $7,993-99.1% | $15,914-99.5% | $6,940-99.0% |