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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 | $68,300 | $74,535-8.4% | $100,712-32.2% | $82,637-17.3% |
| Participation rate | 10.0% | 61.2%-51.2pp | 69.3%-59.3pp | 68.1%-58.1pp |
| Annual return | 27.15% | 18.92%+8.2pp | 33.27%-6.1pp | 53.51%-26.4pp |
| Employer contribution / active EE | $704 | $1,503-53.1% | $2,313-69.6% | $2,552-72.4% |
| Participant deferral / active EE | $3,772 | $3,074+22.7% | $4,085-7.7% | $4,126-8.6% |
| Admin fee / account holder | $261 | $6,576-96.0% | $9,256-97.2% | $7,339-96.4% |