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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 | $41,778 | $103,949-59.8% | $69,182-39.6% | $273,972-84.8% |
| Participation rate | 66.7% | 67.4%-0.7pp | 55.1%+11.6pp | 83.0%-16.3pp |
| Annual return | 7.97% | 35.28%-27.3pp | -21.93%+29.9pp | 41.46%-33.5pp |
| Employer contribution / active EE | $1,151 | $1,783-35.4% | $1,206-4.6% | $4,869-76.4% |
| Participant deferral / active EE | $1,741 | $2,716-35.9% | $1,897-8.2% | $5,287-67.1% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,133-100.0% |