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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 | $21,722 | $72,273-69.9% | $101,275-78.6% | $79,856-72.8% |
| Participation rate | 55.1% | 68.5%-13.4pp | 75.8%-20.7pp | 69.6%-14.5pp |
| Annual return | 34.84% | 22.30%+12.5pp | 46.48%-11.6pp | 31.71%+3.1pp |
| Employer contribution / active EE | $1,272 | $2,691-52.7% | $3,660-65.2% | $2,471-48.5% |
| Participant deferral / active EE | $4,019 | $3,282+22.5% | $4,371-8.0% | $3,741+7.4% |
| Admin fee / account holder | $277 | $4,401-93.7% | $5,948-95.4% | $5,306-94.8% |