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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 | $40,548 | $86,050-52.9% | $189,758-78.6% | $94,015-56.9% |
| Participation rate | 60.5% | 68.9%-8.4pp | 79.8%-19.3pp | 70.8%-10.4pp |
| Annual return | 24.63% | 17.77%+6.9pp | 52.62%-28.0pp | 17.84%+6.8pp |
| Employer contribution / active EE | $1,880 | $2,819-33.3% | $4,767-60.6% | $2,790-32.6% |
| Participant deferral / active EE | $4,756 | $3,349+42.0% | $5,856-18.8% | $4,249+11.9% |
| Admin fee / account holder | $121 | $6,627-98.2% | $20,388-99.4% | $8,951-98.7% |