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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 | $63,528 | $51,708+22.9% | $106,619-40.4% | $62,881+1.0% |
| Participation rate | 60.3% | 66.9%-6.5pp | 78.0%-17.7pp | 69.3%-9.0pp |
| Annual return | 7.22% | 4.69%+2.5pp | 9.42%-2.2pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,508 | $1,764-14.5% | $3,947-61.8% | $2,281-33.9% |
| Participant deferral / active EE | $3,082 | $2,315+33.1% | $3,930-21.6% | $3,203-3.8% |
| Admin fee / account holder | $150 | $3,349-95.5% | $6,418-97.7% | $4,296-96.5% |