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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 | $27,439 | $106,524-74.2% | $152,301-82.0% | $87,485-68.6% |
| Participation rate | 69.6% | 75.8%-6.1pp | 82.4%-12.8pp | 68.9%+0.7pp |
| Annual return | 29.82% | 26.89%+2.9pp | 80.50%-50.7pp | 26.06%+3.8pp |
| Employer contribution / active EE | $2,664 | $3,371-21.0% | $4,624-42.4% | $2,596+2.6% |
| Participant deferral / active EE | $3,102 | $6,525-52.5% | $8,004-61.2% | $4,274-27.4% |
| Admin fee / account holder | $102 | $8,287-98.8% | $14,398-99.3% | $7,775-98.7% |