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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 | $78,690-75.0% | $161,489-87.8% | $87,485-77.6% |
| Participation rate | 62.5% | 67.5%-5.0pp | 78.7%-16.2pp | 68.9%-6.4pp |
| Annual return | 32.09% | 32.74%-0.7pp | 89.72%-57.6pp | 26.06%+6.0pp |
| Employer contribution / active EE | $1,848 | $2,588-28.6% | $4,268-56.7% | $2,596-28.8% |
| Participant deferral / active EE | $3,560 | $3,311+7.5% | $5,630-36.8% | $4,274-16.7% |
| Admin fee / account holder | $57 | $6,724-99.1% | $16,006-99.6% | $7,775-99.3% |