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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 | $99,380-78.7% | $90,312-76.6% | $155,188-86.4% |
| Participation rate | 62.5% | 77.3%-14.8pp | 72.9%-10.4pp | 80.8%-18.3pp |
| Annual return | 20.19% | 19.35%+0.8pp | 18.90%+1.3pp | 148.84%-128.6pp |
| Employer contribution / active EE | $1,506 | $2,390-37.0% | $2,243-32.8% | $4,248-64.5% |
| Participant deferral / active EE | $1,884 | $4,212-55.3% | $3,749-49.7% | $6,531-71.1% |
| Admin fee / account holder | $290 | $9,766-97.0% | $8,248-96.5% | $14,480-98.0% |