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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 | $63,211 | $41,377+52.8% | $109,313-42.2% | $62,881+0.5% |
| Participation rate | 51.1% | 57.5%-6.4pp | 71.3%-20.2pp | 69.3%-18.2pp |
| Annual return | 11.78% | 11.05%+0.7pp | 22.07%-10.3pp | 20.14%-8.4pp |
| Employer contribution / active EE | $637 | $1,276-50.1% | $3,892-83.6% | $2,281-72.1% |
| Participant deferral / active EE | $1,715 | $2,045-16.1% | $3,166-45.8% | $3,203-46.4% |
| Admin fee / account holder | $194 | $2,884-93.3% | $5,666-96.6% | $4,296-95.5% |