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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 | $45,795 | $43,730+4.7% | $121,220-62.2% | $64,173-28.6% |
| Participation rate | 31.4% | 58.3%-27.0pp | 71.8%-40.4pp | 69.6%-38.2pp |
| Annual return | 10.36% | 68.94%-58.6pp | 16.94%-6.6pp | 7.63%+2.7pp |
| Employer contribution / active EE | $277 | $1,297-78.6% | $4,023-93.1% | $2,381-88.4% |
| Participant deferral / active EE | $0 | $2,281-100.0% | $3,345-100.0% | $3,470-100.0% |
| Admin fee / account holder | $49 | $3,502-98.6% | $5,021-99.0% | $4,887-99.0% |