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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 | $71,197-63.9% | $93,669-72.5% | $80,925-68.2% |
| Participation rate | 55.2% | 60.4%-5.2pp | 68.7%-13.6pp | 67.7%-12.5pp |
| Annual return | 13.20% | 11.27%+1.9pp | 133.59%-120.4pp | 35.65%-22.4pp |
| Employer contribution / active EE | $1,039 | $1,565-33.6% | $2,424-57.1% | $2,756-62.3% |
| Participant deferral / active EE | $3,152 | $4,036-21.9% | $4,416-28.6% | $4,299-26.7% |
| Admin fee / account holder | $141 | $6,959-98.0% | $8,291-98.3% | $6,940-98.0% |