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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 | $25,726 | $71,230-63.9% | $93,727-72.6% | $80,959-68.2% |
| Participation rate | 55.2% | 60.4%-5.2pp | 68.7%-13.5pp | 67.7%-12.5pp |
| Annual return | 13.20% | 11.26%+1.9pp | 133.83%-120.6pp | 35.67%-22.5pp |
| Employer contribution / active EE | $1,039 | $1,565-33.6% | $2,421-57.1% | $2,757-62.3% |
| Participant deferral / active EE | $3,152 | $4,037-21.9% | $4,417-28.6% | $4,300-26.7% |
| Admin fee / account holder | $141 | $6,961-98.0% | $8,292-98.3% | $6,925-98.0% |