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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 | $90,538 | $98,776-8.3% | $149,745-39.5% | $79,856+13.4% |
| Participation rate | 52.0% | 75.8%-23.8pp | 82.5%-30.5pp | 69.6%-17.6pp |
| Annual return | 14.36% | 27.38%-13.0pp | 276.72%-262.4pp | 31.71%-17.4pp |
| Employer contribution / active EE | $1,220 | $3,217-62.1% | $4,646-73.7% | $2,471-50.6% |
| Participant deferral / active EE | $3,455 | $5,681-39.2% | $6,843-49.5% | $3,741-7.6% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,312-100.0% | $5,306-100.0% |