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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 | $32,982 | $77,908-57.7% | $149,696-78.0% | $75,173-56.1% |
| Participation rate | 67.6% | 65.6%+2.1pp | 78.8%-11.1pp | 67.2%+0.4pp |
| Annual return | 20.34% | 31.73%-11.4pp | 134.46%-114.1pp | 160.72%-140.4pp |
| Employer contribution / active EE | $1,802 | $3,138-42.6% | $4,821-62.6% | $2,671-32.5% |
| Participant deferral / active EE | $4,054 | $3,411+18.9% | $5,682-28.6% | $4,126-1.7% |
| Admin fee / account holder | $10 | $5,950-99.8% | $13,212-99.9% | $5,651-99.8% |