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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 | $65,683 | $77,901-15.7% | $149,717-56.1% | $75,181-12.6% |
| Participation rate | 58.1% | 65.6%-7.5pp | 78.8%-20.7pp | 67.2%-9.1pp |
| Annual return | 15.87% | 31.73%-15.9pp | 134.41%-118.5pp | 160.69%-144.8pp |
| Employer contribution / active EE | $1,803 | $3,137-42.5% | $4,820-62.6% | $2,671-32.5% |
| Participant deferral / active EE | $3,639 | $3,411+6.7% | $5,682-36.0% | $4,126-11.8% |
| Admin fee / account holder | $46 | $5,949-99.2% | $13,213-99.7% | $5,650-99.2% |