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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 | $102,194 | $93,064+9.8% | $74,577+37.0% | $273,972-62.7% |
| Participation rate | 53.3% | 74.9%-21.6pp | 68.1%-14.8pp | 83.0%-29.7pp |
| Annual return | 12.55% | 26.18%-13.6pp | 20.47%-7.9pp | 41.46%-28.9pp |
| Employer contribution / active EE | $855 | $3,160-72.9% | $2,525-66.1% | $4,869-82.4% |
| Participant deferral / active EE | $1,745 | $4,160-58.0% | $3,458-49.5% | $5,287-67.0% |
| Admin fee / account holder | $0 | $5,273-100.0% | $4,138-100.0% | $10,133-100.0% |