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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 | $14,720 | $91,198-83.9% | $178,503-91.8% | $79,856-81.6% |
| Participation rate | 64.9% | 69.2%-4.4pp | 81.9%-17.1pp | 69.6%-4.8pp |
| Annual return | 34.70% | 24.20%+10.5pp | 151.12%-116.4pp | 31.71%+3.0pp |
| Employer contribution / active EE | $1,795 | $3,257-44.9% | $5,011-64.2% | $2,471-27.4% |
| Participant deferral / active EE | $3,574 | $3,237+10.4% | $5,202-31.3% | $3,741-4.4% |
| Admin fee / account holder | $149 | $6,748-97.8% | $13,987-98.9% | $5,306-97.2% |