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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 | $27,618 | $98,463-72.0% | $119,237-76.8% | $85,851-67.8% |
| Participation rate | 67.1% | 77.6%-10.5pp | 82.7%-15.7pp | 69.3%-2.3pp |
| Annual return | 18.37% | 38.53%-20.2pp | 30.70%-12.3pp | 318.63%-300.3pp |
| Employer contribution / active EE | $1,643 | $3,698-55.6% | $4,383-62.5% | $2,565-35.9% |
| Participant deferral / active EE | $6,526 | $4,942+32.1% | $6,112+6.8% | $3,952+65.1% |
| Admin fee / account holder | $245 | $7,493-96.7% | $7,229-96.6% | $6,261-96.1% |