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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 | $73,591 | $81,276-9.5% | $155,574-52.7% | $80,925-9.1% |
| Participation rate | 57.1% | 66.2%-9.1pp | 78.2%-21.1pp | 67.7%-10.5pp |
| Annual return | 22.96% | 33.36%-10.4pp | 64.87%-41.9pp | 35.65%-12.7pp |
| Employer contribution / active EE | $1,310 | $3,103-57.8% | $4,676-72.0% | $2,756-52.5% |
| Participant deferral / active EE | $3,805 | $3,453+10.2% | $5,629-32.4% | $4,299-11.5% |
| Admin fee / account holder | $18 | $7,993-99.8% | $15,914-99.9% | $6,940-99.7% |