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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 | $20,039 | $25,014-19.9% | $69,460-71.1% | $80,911-75.2% |
| Participation rate | 58.5% | 64.2%-5.7pp | 66.4%-7.9pp | 67.6%-9.2pp |
| Annual return | 14.01% | 19.08%-5.1pp | 100.80%-86.8pp | 35.63%-21.6pp |
| Employer contribution / active EE | $1,652 | $991+66.7% | $1,714-3.6% | $2,756-40.0% |
| Participant deferral / active EE | $2,668 | $1,839+45.0% | $2,890-7.7% | $4,297-37.9% |
| Admin fee / account holder | $4 | $2,491-99.8% | $4,695-99.9% | $6,935-99.9% |