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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 | $24,409 | $65,367-62.7% | $92,915-73.7% | $72,976-66.6% |
| Participation rate | 51.6% | 68.3%-16.7pp | 76.0%-24.4pp | 69.5%-17.9pp |
| Annual return | 20.92% | 42.11%-21.2pp | 109.45%-88.5pp | 81.02%-60.1pp |
| Employer contribution / active EE | $1,226 | $2,594-52.7% | $3,653-66.4% | $2,440-49.8% |
| Participant deferral / active EE | $1,892 | $3,128-39.5% | $4,238-55.4% | $3,608-47.5% |
| Admin fee / account holder | $263 | $4,251-93.8% | $5,796-95.5% | $5,124-94.9% |