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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 | $21,066 | $73,988-71.5% | $96,538-78.2% | $75,177-72.0% |
| Participation rate | 62.2% | 66.4%-4.3pp | 74.3%-12.2pp | 67.2%-5.0pp |
| Annual return | 44.45% | 26.73%+17.7pp | 35.74%+8.7pp | 160.75%-116.3pp |
| Employer contribution / active EE | $1,658 | $2,930-43.4% | $3,740-55.7% | $2,671-37.9% |
| Participant deferral / active EE | $4,001 | $3,660+9.3% | $4,880-18.0% | $4,126-3.0% |
| Admin fee / account holder | $273 | $5,220-94.8% | $6,737-95.9% | $5,651-95.2% |