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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 | $65,361 | $77,638-15.8% | $156,551-58.2% | $62,881+3.9% |
| Participation rate | 52.8% | 71.2%-18.4pp | 84.0%-31.2pp | 69.3%-16.5pp |
| Annual return | 7.68% | 50.33%-42.6pp | 32.23%-24.5pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,413 | $3,444-59.0% | $5,501-74.3% | $2,281-38.0% |
| Participant deferral / active EE | $2,354 | $3,046-22.7% | $4,871-51.7% | $3,203-26.5% |
| Admin fee / account holder | $289 | $5,561-94.8% | $13,028-97.8% | $4,296-93.3% |