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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 | $75,696 | $77,920-2.9% | $149,723-49.4% | $75,177+0.7% |
| Participation rate | 58.5% | 65.6%-7.1pp | 78.8%-20.3pp | 67.2%-8.7pp |
| Annual return | 26.55% | 31.72%-5.2pp | 134.50%-107.9pp | 160.75%-134.2pp |
| Employer contribution / active EE | $2,382 | $3,138-24.1% | $4,821-50.6% | $2,671-10.8% |
| Participant deferral / active EE | $3,369 | $3,411-1.3% | $5,682-40.7% | $4,126-18.4% |
| Admin fee / account holder | $287 | $5,951-95.2% | $13,215-97.8% | $5,651-94.9% |