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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 | $75,803 | $83,485-9.2% | $125,195-39.5% | $72,976+3.9% |
| Participation rate | 60.5% | 73.3%-12.8pp | 79.8%-19.3pp | 69.5%-9.0pp |
| Annual return | 17.92% | 25.77%-7.8pp | 43.79%-25.9pp | 81.02%-63.1pp |
| Employer contribution / active EE | $3,220 | $2,346+37.3% | $3,866-16.7% | $2,440+32.0% |
| Participant deferral / active EE | $1,820 | $3,586-49.3% | $4,937-63.1% | $3,608-49.6% |
| Admin fee / account holder | $39 | $5,518-99.3% | $9,704-99.6% | $5,124-99.2% |