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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 | $19,880 | $103,949-80.9% | $69,182-71.3% | $273,972-92.7% |
| Participation rate | 41.7% | 67.4%-25.7pp | 55.1%-13.4pp | 83.0%-41.3pp |
| Annual return | 10.82% | 35.28%-24.5pp | -21.93%+32.8pp | 41.46%-30.6pp |
| Employer contribution / active EE | $827 | $1,783-53.6% | $1,206-31.5% | $4,869-83.0% |
| Participant deferral / active EE | $3,291 | $2,716+21.1% | $1,897+73.5% | $5,287-37.8% |
| Admin fee / account holder | $215 | $3,671-94.1% | $2,697-92.0% | $10,133-97.9% |