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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 | $19,639 | $86,050-77.2% | $189,758-89.7% | $94,015-79.1% |
| Participation rate | 62.5% | 68.9%-6.4pp | 79.8%-17.3pp | 70.8%-8.3pp |
| Annual return | 32.09% | 17.77%+14.3pp | 52.62%-20.5pp | 17.84%+14.2pp |
| Employer contribution / active EE | $1,848 | $2,819-34.5% | $4,767-61.2% | $2,790-33.8% |
| Participant deferral / active EE | $3,560 | $3,349+6.3% | $5,856-39.2% | $4,249-16.2% |
| Admin fee / account holder | $57 | $6,627-99.1% | $20,388-99.7% | $8,951-99.4% |