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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 | $48,481 | $93,617-48.2% | $135,982-64.3% | $75,177-35.5% |
| Participation rate | 63.0% | 75.2%-12.2pp | 81.9%-19.0pp | 67.2%-4.2pp |
| Annual return | 33.13% | 30.89%+2.2pp | 68.32%-35.2pp | 160.75%-127.6pp |
| Employer contribution / active EE | $2,622 | $3,538-25.9% | $4,859-46.0% | $2,671-1.8% |
| Participant deferral / active EE | $8,744 | $6,406+36.5% | $7,760+12.7% | $4,126+111.9% |
| Admin fee / account holder | $260 | $6,980-96.3% | $10,767-97.6% | $5,651-95.4% |