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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 | $26,655 | $104,650-74.5% | $83,854-68.2% | $155,188-82.8% |
| Participation rate | 64.3% | 65.1%-0.8pp | 59.1%+5.2pp | 80.8%-16.5pp |
| Annual return | 19.87% | 28.97%-9.1pp | 31.39%-11.5pp | 148.84%-129.0pp |
| Employer contribution / active EE | $1,211 | $1,196+1.2% | $1,017+19.0% | $4,248-71.5% |
| Participant deferral / active EE | $4,310 | $2,367+82.1% | $2,035+111.8% | $6,531-34.0% |
| Admin fee / account holder | $248 | $3,518-93.0% | $3,197-92.3% | $14,480-98.3% |