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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 | $41,783 | $76,407-45.3% | $150,298-72.2% | $82,448-49.3% |
| Participation rate | 59.3% | 66.4%-7.1pp | 77.8%-18.5pp | 68.1%-8.8pp |
| Annual return | 21.31% | 39.99%-18.7pp | 62.79%-41.5pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,880 | $2,614-28.1% | $4,154-54.7% | $2,551-26.3% |
| Participant deferral / active EE | $4,779 | $3,214+48.7% | $5,453-12.3% | $4,139+15.5% |
| Admin fee / account holder | $119 | $6,352-98.1% | $14,116-99.2% | $7,234-98.4% |