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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 | $76,566 | $54,763+39.8% | $90,324-15.2% | $72,976+4.9% |
| Participation rate | 35.0% | 65.2%-30.2pp | 73.3%-38.3pp | 69.5%-34.5pp |
| Annual return | 19.69% | 30.63%-10.9pp | 78.15%-58.5pp | 81.02%-61.3pp |
| Employer contribution / active EE | $0 | $2,093-100.0% | $2,856-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,074 | $2,887-62.8% | $3,885-72.4% | $3,608-70.2% |
| Admin fee / account holder | $9 | $3,973-99.8% | $5,356-99.8% | $5,124-99.8% |