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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 | $81,199 | $57,828+40.4% | $117,039-30.6% | $70,126+15.8% |
| Participation rate | 60.9% | 67.1%-6.2pp | 77.2%-16.3pp | 69.5%-8.7pp |
| Annual return | 15.64% | 17.55%-1.9pp | 18.95%-3.3pp | 73.15%-57.5pp |
| Employer contribution / active EE | $1,076 | $1,816-40.8% | $3,785-71.6% | $2,343-54.1% |
| Participant deferral / active EE | $2,311 | $2,438-5.2% | $3,929-41.2% | $3,332-30.6% |
| Admin fee / account holder | $54 | $3,548-98.5% | $5,974-99.1% | $4,645-98.8% |