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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 | $28,582 | $73,955-61.4% | $96,520-70.4% | $75,181-62.0% |
| Participation rate | 58.6% | 66.4%-7.8pp | 74.3%-15.7pp | 67.2%-8.6pp |
| Annual return | 20.58% | 26.72%-6.1pp | 35.72%-15.1pp | 160.69%-140.1pp |
| Employer contribution / active EE | $1,721 | $2,930-41.3% | $3,739-54.0% | $2,671-35.6% |
| Participant deferral / active EE | $3,812 | $3,659+4.2% | $4,879-21.9% | $4,126-7.6% |
| Admin fee / account holder | $105 | $5,217-98.0% | $6,733-98.4% | $5,650-98.1% |