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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 | $19,283 | $55,713-65.4% | $75,901-74.6% | $72,975-73.6% |
| Participation rate | 33.8% | 61.1%-27.3pp | 69.3%-35.4pp | 69.5%-35.6pp |
| Annual return | 23.85% | 27.60%-3.7pp | 30.76%-6.9pp | 81.01%-57.2pp |
| Employer contribution / active EE | $767 | $1,687-54.5% | $2,501-69.3% | $2,440-68.6% |
| Participant deferral / active EE | $1,117 | $2,634-57.6% | $3,603-69.0% | $3,608-69.0% |
| Admin fee / account holder | $255 | $3,980-93.6% | $5,420-95.3% | $5,124-95.0% |