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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 | $54,608 | $68,586-20.4% | $120,380-54.6% | $80,911-32.5% |
| Participation rate | 23.3% | 61.6%-38.2pp | 71.9%-48.6pp | 67.6%-44.3pp |
| Annual return | 12.53% | 23.62%-11.1pp | 107.28%-94.7pp | 35.63%-23.1pp |
| Employer contribution / active EE | $663 | $2,053-67.7% | $3,465-80.9% | $2,756-75.9% |
| Participant deferral / active EE | $3,728 | $3,174+17.5% | $4,992-25.3% | $4,297-13.2% |
| Admin fee / account holder | $145 | $5,733-97.5% | $9,421-98.5% | $6,935-97.9% |