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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 | $68,618 | $47,848+43.4% | $81,473-15.8% | $70,126-2.2% |
| Participation rate | 45.3% | 58.3%-12.9pp | 68.0%-22.6pp | 69.5%-24.2pp |
| Annual return | 28.21% | 27.25%+1.0pp | 38.78%-10.6pp | 73.15%-44.9pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,071 | $2,453-15.6% | $3,537-41.4% | $3,332-37.8% |
| Admin fee / account holder | $178 | $3,145-94.3% | $4,561-96.1% | $4,645-96.2% |