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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 | $73,136 | $58,828+24.3% | $78,002-6.2% | $62,881+16.3% |
| Participation rate | 61.8% | 71.1%-9.3pp | 75.5%-13.8pp | 69.3%-7.5pp |
| Annual return | 5.36% | 17.16%-11.8pp | 425.99%-420.6pp | 20.14%-14.8pp |
| Employer contribution / active EE | $1,367 | $1,672-18.2% | $2,470-44.7% | $2,281-40.1% |
| Participant deferral / active EE | $2,004 | $2,686-25.4% | $3,497-42.7% | $3,203-37.4% |
| Admin fee / account holder | $29 | $4,393-99.4% | $5,481-99.5% | $4,296-99.3% |