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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 | $62,796 | $78,690-20.2% | $161,489-61.1% | $87,485-28.2% |
| Participation rate | 46.4% | 67.5%-21.0pp | 78.7%-32.3pp | 68.9%-22.5pp |
| Annual return | 18.33% | 32.74%-14.4pp | 89.72%-71.4pp | 26.06%-7.7pp |
| Employer contribution / active EE | $1,881 | $2,588-27.3% | $4,268-55.9% | $2,596-27.6% |
| Participant deferral / active EE | $4,652 | $3,311+40.5% | $5,630-17.4% | $4,274+8.8% |
| Admin fee / account holder | $212 | $6,724-96.8% | $16,006-98.7% | $7,775-97.3% |