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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 | $49,390 | $81,276-39.2% | $155,574-68.3% | $80,925-39.0% |
| Participation rate | 62.2% | 66.2%-4.1pp | 78.2%-16.1pp | 67.7%-5.5pp |
| Annual return | 14.85% | 33.36%-18.5pp | 64.87%-50.0pp | 35.65%-20.8pp |
| Employer contribution / active EE | $4,247 | $3,103+36.9% | $4,676-9.2% | $2,756+54.1% |
| Participant deferral / active EE | $2,759 | $3,453-20.1% | $5,629-51.0% | $4,299-35.8% |
| Admin fee / account holder | $190 | $7,993-97.6% | $15,914-98.8% | $6,940-97.3% |