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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 | $18,794 | $56,894-67.0% | $84,753-77.8% | $62,881-70.1% |
| Participation rate | 45.5% | 68.5%-23.1pp | 76.6%-31.1pp | 69.3%-23.9pp |
| Annual return | 73.17% | 6.30%+66.9pp | 22.78%+50.4pp | 20.14%+53.0pp |
| Employer contribution / active EE | $1,147 | $2,400-52.2% | $3,574-67.9% | $2,281-49.7% |
| Participant deferral / active EE | $1,385 | $2,709-48.9% | $3,712-62.7% | $3,203-56.8% |
| Admin fee / account holder | $183 | $3,581-94.9% | $5,333-96.6% | $4,296-95.7% |