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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 | $24,936 | $73,978-66.3% | $96,515-74.2% | $75,173-66.8% |
| Participation rate | 32.0% | 66.4%-34.4pp | 74.3%-42.3pp | 67.2%-35.2pp |
| Annual return | 22.88% | 26.72%-3.8pp | 35.73%-12.8pp | 160.72%-137.8pp |
| Employer contribution / active EE | $1,571 | $2,931-46.4% | $3,740-58.0% | $2,671-41.2% |
| Participant deferral / active EE | $2,862 | $3,660-21.8% | $4,880-41.3% | $4,126-30.6% |
| Admin fee / account holder | $251 | $5,219-95.2% | $6,735-96.3% | $5,651-95.6% |