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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 | $57,073-49.8% | $85,126-66.4% | $80,925-64.6% |
| Participation rate | 60.0% | 56.4%+3.6pp | 67.5%-7.5pp | 67.7%-7.7pp |
| Annual return | 28.51% | 21.69%+6.8pp | 66.63%-38.1pp | 35.65%-7.1pp |
| Employer contribution / active EE | $1,739 | $1,801-3.4% | $2,731-36.3% | $2,756-36.9% |
| Participant deferral / active EE | $3,176 | $3,113+2.0% | $4,523-29.8% | $4,299-26.1% |
| Admin fee / account holder | $295 | $4,988-94.1% | $6,160-95.2% | $6,940-95.8% |