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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 | $19,076 | $65,395-70.8% | $182,540-89.5% | $72,975-73.9% |
| Participation rate | 65.5% | 65.4%+0.1pp | 78.0%-12.5pp | 69.5%-4.0pp |
| Annual return | 23.41% | 27.68%-4.3pp | 148.58%-125.2pp | 81.01%-57.6pp |
| Employer contribution / active EE | $1,109 | $1,911-42.0% | $4,076-72.8% | $2,440-54.5% |
| Participant deferral / active EE | $3,240 | $3,563-9.1% | $5,525-41.4% | $3,608-10.2% |
| Admin fee / account holder | $78 | $4,245-98.2% | $8,593-99.1% | $5,124-98.5% |