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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 | $27,242 | $65,367-58.3% | $92,915-70.7% | $72,976-62.7% |
| Participation rate | 64.3% | 68.3%-4.0pp | 76.0%-11.7pp | 69.5%-5.2pp |
| Annual return | 24.19% | 42.11%-17.9pp | 109.45%-85.3pp | 81.02%-56.8pp |
| Employer contribution / active EE | $1,540 | $2,594-40.6% | $3,653-57.8% | $2,440-36.9% |
| Participant deferral / active EE | $2,612 | $3,128-16.5% | $4,238-38.4% | $3,608-27.6% |
| Admin fee / account holder | $174 | $4,251-95.9% | $5,796-97.0% | $5,124-96.6% |