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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 | $89,876 | $93,064-3.4% | $74,577+20.5% | $273,972-67.2% |
| Participation rate | 21.7% | 74.9%-53.2pp | 68.1%-46.4pp | 83.0%-61.3pp |
| Annual return | 6.44% | 26.18%-19.7pp | 20.47%-14.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $839 | $3,160-73.5% | $2,525-66.8% | $4,869-82.8% |
| Participant deferral / active EE | $2,280 | $4,160-45.2% | $3,458-34.1% | $5,287-56.9% |
| Admin fee / account holder | $7 | $5,273-99.9% | $4,138-99.8% | $10,133-99.9% |