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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 | $78,690-48.5% | $161,489-74.9% | $87,485-53.7% |
| Participation rate | 60.5% | 67.5%-7.0pp | 78.7%-18.2pp | 68.9%-8.5pp |
| Annual return | 24.63% | 32.74%-8.1pp | 89.72%-65.1pp | 26.06%-1.4pp |
| Employer contribution / active EE | $1,880 | $2,588-27.4% | $4,268-56.0% | $2,596-27.6% |
| Participant deferral / active EE | $4,756 | $3,311+43.6% | $5,630-15.5% | $4,274+11.3% |
| Admin fee / account holder | $121 | $6,724-98.2% | $16,006-99.2% | $7,775-98.4% |