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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 | $106,864-74.3% | $147,318-81.4% | $82,637-66.8% |
| Participation rate | 69.6% | 75.5%-5.9pp | 82.1%-12.4pp | 68.1%+1.6pp |
| Annual return | 29.82% | 27.49%+2.3pp | 70.43%-40.6pp | 53.51%-23.7pp |
| Employer contribution / active EE | $2,664 | $3,417-22.0% | $4,593-42.0% | $2,552+4.4% |
| Participant deferral / active EE | $3,102 | $6,496-52.2% | $7,906-60.8% | $4,126-24.8% |
| Admin fee / account holder | $102 | $8,415-98.8% | $13,708-99.3% | $7,339-98.6% |