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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 | $23,853 | $76,407-68.8% | $150,298-84.1% | $82,448-71.1% |
| Participation rate | 57.1% | 66.4%-9.3pp | 77.8%-20.6pp | 68.1%-10.9pp |
| Annual return | 22.53% | 39.99%-17.5pp | 62.79%-40.3pp | 41.64%-19.1pp |
| Employer contribution / active EE | $728 | $2,614-72.2% | $4,154-82.5% | $2,551-71.5% |
| Participant deferral / active EE | $2,817 | $3,214-12.3% | $5,453-48.3% | $4,139-31.9% |
| Admin fee / account holder | $196 | $6,352-96.9% | $14,116-98.6% | $7,234-97.3% |