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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 | $37,138 | $61,605-39.7% | $112,273-66.9% | $75,173-50.6% |
| Participation rate | 63.3% | 61.7%+1.7pp | 72.4%-9.1pp | 67.2%-3.9pp |
| Annual return | 18.85% | 28.47%-9.6pp | 30.23%-11.4pp | 160.72%-141.9pp |
| Employer contribution / active EE | $1,582 | $2,015-21.5% | $3,431-53.9% | $2,671-40.8% |
| Participant deferral / active EE | $3,660 | $3,108+17.8% | $4,800-23.7% | $4,126-11.3% |
| Admin fee / account holder | $259 | $4,862-94.7% | $7,752-96.7% | $5,651-95.4% |