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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 | $39,366 | $116,167-66.1% | $64,489-39.0% | $137,256-71.3% |
| Participation rate | 66.7% | 68.2%-1.5pp | 67.7%-1.0pp | 80.0%-13.3pp |
| Annual return | 23.36% | 36.55%-13.2pp | 55.03%-31.7pp | 220.34%-197.0pp |
| Employer contribution / active EE | $4,194 | $2,483+68.9% | $1,523+175.4% | $4,156+0.9% |
| Participant deferral / active EE | $11,449 | $4,215+171.6% | $2,778+312.1% | $6,407+78.7% |
| Admin fee / account holder | $186 | $6,188-97.0% | $4,260-95.6% | $12,270-98.5% |