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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 | $85,086 | $78,707+8.1% | $117,861-27.8% | $70,126+21.3% |
| Participation rate | 43.1% | 73.2%-30.1pp | 79.7%-36.5pp | 69.5%-26.4pp |
| Annual return | 25.00% | 23.30%+1.7pp | 335.11%-310.1pp | 73.15%-48.1pp |
| Employer contribution / active EE | $950 | $2,223-57.3% | $3,786-74.9% | $2,343-59.4% |
| Participant deferral / active EE | $3,087 | $3,297-6.4% | $4,482-31.1% | $3,332-7.4% |
| Admin fee / account holder | $3 | $5,066-99.9% | $8,021-100.0% | $4,645-99.9% |