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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 | $63,390 | $107,809-41.2% | $97,032-34.7% | $155,188-59.2% |
| Participation rate | 46.2% | 75.5%-29.3pp | 71.6%-25.4pp | 80.8%-34.6pp |
| Annual return | 22.30% | 38.06%-15.8pp | 35.38%-13.1pp | 148.84%-126.5pp |
| Employer contribution / active EE | $1,078 | $2,911-63.0% | $2,629-59.0% | $4,248-74.6% |
| Participant deferral / active EE | $5,022 | $5,129-2.1% | $4,672+7.5% | $6,531-23.1% |
| Admin fee / account holder | $20 | $10,717-99.8% | $9,418-99.8% | $14,480-99.9% |