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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 | $38,056 | $81,208-53.1% | $98,920-61.5% | $79,856-52.3% |
| Participation rate | 59.2% | 72.5%-13.3pp | 76.0%-16.8pp | 69.6%-10.5pp |
| Annual return | 19.34% | 60.99%-41.7pp | 196.47%-177.1pp | 31.71%-12.4pp |
| Employer contribution / active EE | $827 | $1,960-57.8% | $2,689-69.2% | $2,471-66.5% |
| Participant deferral / active EE | $2,618 | $3,265-19.8% | $4,245-38.3% | $3,741-30.0% |
| Admin fee / account holder | $181 | $6,013-97.0% | $6,643-97.3% | $5,306-96.6% |