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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 | $68,335 | $77,908-12.3% | $149,696-54.4% | $75,173-9.1% |
| Participation rate | 41.0% | 65.6%-24.6pp | 78.8%-37.8pp | 67.2%-26.2pp |
| Annual return | 27.44% | 31.73%-4.3pp | 134.46%-107.0pp | 160.72%-133.3pp |
| Employer contribution / active EE | $1,144 | $3,138-63.5% | $4,821-76.3% | $2,671-57.2% |
| Participant deferral / active EE | $4,739 | $3,411+38.9% | $5,682-16.6% | $4,126+14.9% |
| Admin fee / account holder | $286 | $5,950-95.2% | $13,212-97.8% | $5,651-94.9% |