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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 | $28,628 | $57,140-49.9% | $85,240-66.4% | $80,959-64.6% |
| Participation rate | 60.0% | 56.4%+3.6pp | 67.5%-7.5pp | 67.7%-7.7pp |
| Annual return | 28.51% | 21.71%+6.8pp | 66.75%-38.2pp | 35.67%-7.2pp |
| Employer contribution / active EE | $1,739 | $1,802-3.5% | $2,735-36.4% | $2,757-36.9% |
| Participant deferral / active EE | $3,176 | $3,115+1.9% | $4,527-29.9% | $4,300-26.2% |
| Admin fee / account holder | $295 | $4,992-94.1% | $6,165-95.2% | $6,925-95.7% |