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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 | $21,846 | $45,050-51.5% | $63,018-65.3% | $70,126-68.8% |
| Participation rate | 58.6% | 69.5%-10.9pp | 74.8%-16.2pp | 69.5%-10.9pp |
| Annual return | 11.67% | 18.76%-7.1pp | 87.62%-75.9pp | 73.15%-61.5pp |
| Employer contribution / active EE | $1,501 | $2,052-26.8% | $2,761-45.6% | $2,343-35.9% |
| Participant deferral / active EE | $1,886 | $2,466-23.5% | $3,330-43.4% | $3,332-43.4% |
| Admin fee / account holder | $28 | $2,834-99.0% | $3,601-99.2% | $4,645-99.4% |