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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 | $34,226 | $51,222-33.2% | $70,544-51.5% | $75,173-54.5% |
| Participation rate | 47.6% | 61.0%-13.3pp | 68.4%-20.7pp | 67.2%-19.6pp |
| Annual return | 20.22% | 30.06%-9.8pp | 32.79%-12.6pp | 160.72%-140.5pp |
| Employer contribution / active EE | $1,607 | $1,827-12.0% | $2,976-46.0% | $2,671-39.8% |
| Participant deferral / active EE | $2,704 | $2,850-5.1% | $4,568-40.8% | $4,126-34.5% |
| Admin fee / account holder | $207 | $4,096-94.9% | $6,427-96.8% | $5,651-96.3% |