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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 | $28,552 | $40,275-29.1% | $57,356-50.2% | $59,633-52.1% |
| Participation rate | 68.0% | 69.1%-1.1pp | 75.1%-7.1pp | 68.7%-0.7pp |
| Annual return | 4.63% | 27.52%-22.9pp | 24.41%-19.8pp | 2041.45%-2036.8pp |
| Employer contribution / active EE | $1,170 | $1,921-39.1% | $2,689-56.5% | $2,203-46.9% |
| Participant deferral / active EE | $2,217 | $2,400-7.6% | $3,162-29.9% | $3,192-30.5% |
| Admin fee / account holder | $82 | $2,820-97.1% | $3,357-97.5% | $4,297-98.1% |