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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 | $25,123 | $76,407-67.1% | $150,298-83.3% | $82,448-69.5% |
| Participation rate | 61.5% | 66.4%-4.9pp | 77.8%-16.2pp | 68.1%-6.5pp |
| Annual return | 19.49% | 39.99%-20.5pp | 62.79%-43.3pp | 41.64%-22.2pp |
| Employer contribution / active EE | $318 | $2,614-87.8% | $4,154-92.3% | $2,551-87.5% |
| Participant deferral / active EE | $1,925 | $3,214-40.1% | $5,453-64.7% | $4,139-53.5% |
| Admin fee / account holder | $55 | $6,352-99.1% | $14,116-99.6% | $7,234-99.2% |