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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 | $33,880 | $75,962-55.4% | $154,108-78.0% | $64,173-47.2% |
| Participation rate | 58.7% | 70.4%-11.7pp | 83.0%-24.3pp | 69.6%-10.9pp |
| Annual return | 8.15% | 30.32%-22.2pp | 735.21%-727.1pp | 7.63%+0.5pp |
| Employer contribution / active EE | $5,008 | $3,350+49.5% | $5,298-5.5% | $2,381+110.3% |
| Participant deferral / active EE | $4,362 | $3,175+37.4% | $5,081-14.1% | $3,470+25.7% |
| Admin fee / account holder | $143 | $5,589-97.4% | $13,411-98.9% | $4,887-97.1% |