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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 | $97,009 | $70,486+37.6% | $100,535-3.5% | $79,856+21.5% |
| Participation rate | 36.4% | 73.6%-37.3pp | 79.4%-43.1pp | 69.6%-33.3pp |
| Annual return | 24.22% | 21.90%+2.3pp | 30.90%-6.7pp | 31.71%-7.5pp |
| Employer contribution / active EE | $1,184 | $2,165-45.3% | $3,419-65.4% | $2,471-52.1% |
| Participant deferral / active EE | $2,698 | $5,182-47.9% | $6,271-57.0% | $3,741-27.9% |
| Admin fee / account holder | $71 | $4,480-98.4% | $8,085-99.1% | $5,306-98.7% |