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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 | $16,049 | $54,757-70.7% | $90,304-82.2% | $72,975-78.0% |
| Participation rate | 64.3% | 65.2%-0.9pp | 73.3%-9.0pp | 69.5%-5.2pp |
| Annual return | 33.21% | 30.63%+2.6pp | 78.13%-44.9pp | 81.01%-47.8pp |
| Employer contribution / active EE | $1,295 | $2,093-38.1% | $2,855-54.6% | $2,440-46.9% |
| Participant deferral / active EE | $2,686 | $2,887-7.0% | $3,885-30.9% | $3,608-25.5% |
| Admin fee / account holder | $146 | $3,973-96.3% | $5,354-97.3% | $5,124-97.2% |