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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 | $12,360 | $81,276-84.8% | $155,574-92.1% | $80,925-84.7% |
| Participation rate | 55.8% | 66.2%-10.4pp | 78.2%-22.4pp | 67.7%-11.8pp |
| Annual return | 19.98% | 33.36%-13.4pp | 64.87%-44.9pp | 35.65%-15.7pp |
| Employer contribution / active EE | $1,452 | $3,103-53.2% | $4,676-69.0% | $2,756-47.3% |
| Participant deferral / active EE | $2,948 | $3,453-14.6% | $5,629-47.6% | $4,299-31.4% |
| Admin fee / account holder | $220 | $7,993-97.3% | $15,914-98.6% | $6,940-96.8% |