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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 | $100,898 | $81,358+24.0% | $155,556-35.1% | $80,959+24.6% |
| Participation rate | 40.6% | 66.3%-25.6pp | 78.2%-37.6pp | 67.7%-27.0pp |
| Annual return | 15.52% | 33.39%-17.9pp | 64.84%-49.3pp | 35.67%-20.2pp |
| Employer contribution / active EE | $1,291 | $3,106-58.4% | $4,675-72.4% | $2,757-53.2% |
| Participant deferral / active EE | $3,023 | $3,455-12.5% | $5,631-46.3% | $4,300-29.7% |
| Admin fee / account holder | $189 | $7,994-97.6% | $15,885-98.8% | $6,925-97.3% |