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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 | $57,333 | $101,798-43.7% | $165,071-65.3% | $80,935-29.2% |
| Participation rate | 64.5% | 71.8%-7.4pp | 78.6%-14.1pp | 67.7%-3.2pp |
| Annual return | 11.29% | 16.73%-5.4pp | 70.17%-58.9pp | 35.66%-24.4pp |
| Employer contribution / active EE | $1,281 | $2,954-56.6% | $4,347-70.5% | $2,757-53.5% |
| Participant deferral / active EE | $3,547 | $4,476-20.8% | $6,035-41.2% | $4,299-17.5% |
| Admin fee / account holder | $205 | $8,221-97.5% | $12,695-98.4% | $6,924-97.0% |