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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 | $40,916 | $56,544-27.6% | $75,501-45.8% | $70,124-41.7% |
| Participation rate | 22.7% | 68.1%-45.4pp | 72.4%-49.6pp | 69.5%-46.8pp |
| Annual return | 17.26% | 23.59%-6.3pp | 27.35%-10.1pp | 73.14%-55.9pp |
| Employer contribution / active EE | $1,125 | $1,817-38.1% | $2,352-52.2% | $2,342-52.0% |
| Participant deferral / active EE | $1,147 | $2,580-55.6% | $3,142-63.5% | $3,332-65.6% |
| Admin fee / account holder | $279 | $3,827-92.7% | $5,801-95.2% | $4,645-94.0% |