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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 | $71,208-63.9% | $93,681-72.5% | $80,911-68.2% |
| Participation rate | 55.2% | 60.4%-5.2pp | 68.7%-13.6pp | 67.6%-12.5pp |
| Annual return | 13.20% | 11.27%+1.9pp | 133.47%-120.3pp | 35.63%-22.4pp |
| Employer contribution / active EE | $1,039 | $1,564-33.6% | $2,422-57.1% | $2,756-62.3% |
| Participant deferral / active EE | $3,152 | $4,035-21.9% | $4,415-28.6% | $4,297-26.6% |
| Admin fee / account holder | $141 | $6,951-98.0% | $8,290-98.3% | $6,935-98.0% |