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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 | $51,436 | $46,877+9.7% | $122,354-58.0% | $70,126-26.7% |
| Participation rate | 18.9% | 58.2%-39.3pp | 71.6%-52.8pp | 69.5%-50.7pp |
| Annual return | 27.55% | 24.22%+3.3pp | 30.28%-2.7pp | 73.15%-45.6pp |
| Employer contribution / active EE | $0 | $1,288-100.0% | $4,051-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $929 | $2,167-57.1% | $3,287-71.7% | $3,332-72.1% |
| Admin fee / account holder | $162 | $3,324-95.1% | $5,479-97.0% | $4,645-96.5% |