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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 | $31,580 | $162,812-80.6% | $133,971-76.4% | $158,966-80.1% |
| Participation rate | 57.1% | 83.2%-26.1pp | 79.8%-22.7pp | 82.0%-24.8pp |
| Annual return | 20.29% | 41.94%-21.7pp | 45.09%-24.8pp | 302.95%-282.7pp |
| Employer contribution / active EE | $1,974 | $4,976-60.3% | $3,919-49.6% | $4,762-58.5% |
| Participant deferral / active EE | $2,790 | $5,910-52.8% | $5,047-44.7% | $5,983-53.4% |
| Admin fee / account holder | $148 | $11,741-98.7% | $8,929-98.3% | $11,250-98.7% |