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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 | $78,690-69.7% | $161,489-85.2% | $87,485-72.7% |
| Participation rate | 57.1% | 67.5%-10.3pp | 78.7%-21.6pp | 68.9%-11.8pp |
| Annual return | 22.53% | 32.74%-10.2pp | 89.72%-67.2pp | 26.06%-3.5pp |
| Employer contribution / active EE | $728 | $2,588-71.9% | $4,268-82.9% | $2,596-72.0% |
| Participant deferral / active EE | $2,817 | $3,311-14.9% | $5,630-50.0% | $4,274-34.1% |
| Admin fee / account holder | $196 | $6,724-97.1% | $16,006-98.8% | $7,775-97.5% |