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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 | $116,167-65.9% | $64,489-38.6% | $137,256-71.2% |
| Participation rate | 63.2% | 68.2%-5.0pp | 67.7%-4.5pp | 80.0%-16.8pp |
| Annual return | 10.51% | 36.55%-26.0pp | 55.03%-44.5pp | 220.34%-209.8pp |
| Employer contribution / active EE | $1,521 | $2,483-38.7% | $1,523-0.1% | $4,156-63.4% |
| Participant deferral / active EE | $5,350 | $4,215+26.9% | $2,778+92.6% | $6,407-16.5% |
| Admin fee / account holder | $293 | $6,188-95.3% | $4,260-93.1% | $12,270-97.6% |