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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 | $62,826 | $48,078+30.7% | $78,676-20.1% | $62,881-0.1% |
| Participation rate | 59.4% | 65.2%-5.8pp | 73.6%-14.2pp | 69.3%-9.9pp |
| Annual return | 6.05% | 31.36%-25.3pp | 62.19%-56.1pp | 20.14%-14.1pp |
| Employer contribution / active EE | $1,134 | $2,015-43.7% | $2,850-60.2% | $2,281-50.3% |
| Participant deferral / active EE | $5,482 | $2,587+111.9% | $3,517+55.9% | $3,203+71.2% |
| Admin fee / account holder | $190 | $3,206-94.1% | $4,510-95.8% | $4,296-95.6% |