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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 | $29,428 | $59,804-50.8% | $81,982-64.1% | $79,856-63.1% |
| Participation rate | 58.5% | 61.6%-3.1pp | 69.3%-10.8pp | 69.6%-11.2pp |
| Annual return | 20.66% | 17.56%+3.1pp | 41.31%-20.7pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,509 | $1,713-11.9% | $2,498-39.6% | $2,471-38.9% |
| Participant deferral / active EE | $2,369 | $2,695-12.1% | $3,722-36.4% | $3,741-36.7% |
| Admin fee / account holder | $171 | $4,288-96.0% | $5,665-97.0% | $5,306-96.8% |