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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 | $76,402 | $65,395+16.8% | $182,540-58.1% | $72,975+4.7% |
| Participation rate | 47.1% | 65.4%-18.4pp | 78.0%-30.9pp | 69.5%-22.4pp |
| Annual return | 23.11% | 27.68%-4.6pp | 148.58%-125.5pp | 81.01%-57.9pp |
| Employer contribution / active EE | $475 | $1,911-75.1% | $4,076-88.3% | $2,440-80.5% |
| Participant deferral / active EE | $1,992 | $3,563-44.1% | $5,525-63.9% | $3,608-44.8% |
| Admin fee / account holder | $166 | $4,245-96.1% | $8,593-98.1% | $5,124-96.8% |