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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 | $20,913 | $72,273-71.1% | $101,275-79.4% | $79,856-73.8% |
| Participation rate | 44.4% | 68.5%-24.0pp | 75.8%-31.4pp | 69.6%-25.2pp |
| Annual return | 22.27% | 22.30%0pp | 46.48%-24.2pp | 31.71%-9.4pp |
| Employer contribution / active EE | $1,081 | $2,691-59.8% | $3,660-70.5% | $2,471-56.3% |
| Participant deferral / active EE | $2,113 | $3,282-35.6% | $4,371-51.7% | $3,741-43.5% |
| Admin fee / account holder | $276 | $4,401-93.7% | $5,948-95.4% | $5,306-94.8% |