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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 | $39,567 | $151,427-73.9% | $112,860-64.9% | $154,746-74.4% |
| Participation rate | 63.2% | 69.1%-6.0pp | 66.3%-3.2pp | 80.7%-17.5pp |
| Annual return | 10.51% | 30.95%-20.4pp | 35.26%-24.7pp | 172.34%-161.8pp |
| Employer contribution / active EE | $1,521 | $2,750-44.7% | $2,206-31.0% | $4,379-65.3% |
| Participant deferral / active EE | $5,350 | $4,285+24.9% | $3,493+53.2% | $6,730-20.5% |
| Admin fee / account holder | $293 | $7,369-96.0% | $6,841-95.7% | $14,365-98.0% |