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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 | $33,993 | $106,749-68.2% | $145,433-76.6% | $82,448-58.8% |
| Participation rate | 65.3% | 75.6%-10.3pp | 82.1%-16.8pp | 68.1%-2.8pp |
| Annual return | 30.58% | 27.59%+3.0pp | 66.58%-36.0pp | 41.64%-11.1pp |
| Employer contribution / active EE | $2,306 | $3,444-33.1% | $4,554-49.4% | $2,551-9.6% |
| Participant deferral / active EE | $4,588 | $6,519-29.6% | $7,897-41.9% | $4,139+10.8% |
| Admin fee / account holder | $156 | $8,390-98.1% | $13,129-98.8% | $7,234-97.8% |