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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 | $39,534 | $65,961-40.1% | $180,320-78.1% | $94,015-57.9% |
| Participation rate | 59.1% | 61.3%-2.2pp | 71.5%-12.4pp | 70.8%-11.7pp |
| Annual return | 17.22% | 14.27%+2.9pp | 778.54%-761.3pp | 17.84%-0.6pp |
| Employer contribution / active EE | $1,784 | $1,737+2.7% | $4,108-56.6% | $2,790-36.1% |
| Participant deferral / active EE | $3,809 | $3,003+26.8% | $4,304-11.5% | $4,249-10.4% |
| Admin fee / account holder | $201 | $4,901-95.9% | $10,000-98.0% | $8,951-97.8% |