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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 | $32,662 | $81,358-59.9% | $155,556-79.0% | $80,959-59.7% |
| Participation rate | 60.0% | 66.3%-6.3pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 16.24% | 33.39%-17.1pp | 64.84%-48.6pp | 35.67%-19.4pp |
| Employer contribution / active EE | $1,938 | $3,106-37.6% | $4,675-58.6% | $2,757-29.7% |
| Participant deferral / active EE | $4,297 | $3,455+24.4% | $5,631-23.7% | $4,300-0.1% |
| Admin fee / account holder | $149 | $7,994-98.1% | $15,885-99.1% | $6,925-97.9% |