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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 | $107,637 | $95,453+12.8% | $112,040-3.9% | $82,448+30.6% |
| Participation rate | 55.6% | 72.8%-17.2pp | 76.5%-20.9pp | 68.1%-12.5pp |
| Annual return | 15.45% | 23.92%-8.5pp | 24.52%-9.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,198 | $2,318-48.3% | $2,954-59.5% | $2,551-53.1% |
| Participant deferral / active EE | $3,287 | $4,224-22.2% | $5,098-35.5% | $4,139-20.6% |
| Admin fee / account holder | $80 | $9,013-99.1% | $12,098-99.3% | $7,234-98.9% |