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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 | $19,970 | $77,908-74.4% | $149,696-86.7% | $75,173-73.4% |
| Participation rate | 69.2% | 65.6%+3.7pp | 78.8%-9.5pp | 67.2%+2.0pp |
| Annual return | 27.70% | 31.73%-4.0pp | 134.46%-106.8pp | 160.72%-133.0pp |
| Employer contribution / active EE | $1,164 | $3,138-62.9% | $4,821-75.9% | $2,671-56.4% |
| Participant deferral / active EE | $3,508 | $3,411+2.8% | $5,682-38.3% | $4,126-15.0% |
| Admin fee / account holder | $28 | $5,950-99.5% | $13,212-99.8% | $5,651-99.5% |