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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 | $96,602 | $62,583+54.4% | $76,767+25.8% | $64,173+50.5% |
| Participation rate | 53.3% | 72.8%-19.5pp | 77.0%-23.6pp | 69.6%-16.2pp |
| Annual return | 13.64% | -1.95%+15.6pp | 2.43%+11.2pp | 7.63%+6.0pp |
| Employer contribution / active EE | $555 | $1,832-69.7% | $2,485-77.7% | $2,381-76.7% |
| Participant deferral / active EE | $1,877 | $3,145-40.3% | $3,852-51.3% | $3,470-45.9% |
| Admin fee / account holder | $8 | $4,667-99.8% | $6,675-99.9% | $4,887-99.8% |