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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 | $21,132 | $103,164-79.5% | $90,259-76.6% | $154,746-86.3% |
| Participation rate | 62.5% | 76.1%-13.6pp | 70.7%-8.2pp | 80.7%-18.2pp |
| Annual return | 20.19% | 19.25%+0.9pp | 18.88%+1.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $1,506 | $2,532-40.5% | $2,291-34.3% | $4,379-65.6% |
| Participant deferral / active EE | $1,884 | $4,422-57.4% | $3,827-50.8% | $6,730-72.0% |
| Admin fee / account holder | $290 | $8,593-96.6% | $7,267-96.0% | $14,365-98.0% |