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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 | $44,892 | $97,648-54.0% | $121,663-63.1% | $87,485-48.7% |
| Participation rate | 60.7% | 70.5%-9.8pp | 74.5%-13.8pp | 68.9%-8.2pp |
| Annual return | 20.06% | 18.03%+2.0pp | 147.54%-127.5pp | 26.06%-6.0pp |
| Employer contribution / active EE | $1,796 | $2,300-21.9% | $3,020-40.5% | $2,596-30.8% |
| Participant deferral / active EE | $4,648 | $3,923+18.5% | $4,887-4.9% | $4,274+8.8% |
| Admin fee / account holder | $88 | $11,100-99.2% | $14,289-99.4% | $7,775-98.9% |