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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 | $23,739 | $87,166-72.8% | $76,735-69.1% | $137,256-82.7% |
| Participation rate | 58.3% | 74.4%-16.0pp | 69.5%-11.2pp | 80.0%-21.6pp |
| Annual return | 25.76% | 26.50%-0.7pp | 29.77%-4.0pp | 220.34%-194.6pp |
| Employer contribution / active EE | $1,950 | $2,904-32.9% | $2,454-20.5% | $4,156-53.1% |
| Participant deferral / active EE | $4,098 | $4,726-13.3% | $4,088+0.2% | $6,407-36.0% |
| Admin fee / account holder | $4 | $8,403-100.0% | $7,189-100.0% | $12,270-100.0% |