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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 | $105,356 | $51,708+103.7% | $106,619-1.2% | $62,881+67.5% |
| Participation rate | 19.1% | 66.9%-47.7pp | 78.0%-58.8pp | 69.3%-50.2pp |
| Annual return | 6.81% | 4.69%+2.1pp | 9.42%-2.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $715 | $1,764-59.5% | $3,947-81.9% | $2,281-68.7% |
| Participant deferral / active EE | $1,066 | $2,315-54.0% | $3,930-72.9% | $3,203-66.7% |
| Admin fee / account holder | $267 | $3,349-92.0% | $6,418-95.8% | $4,296-93.8% |