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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 | $24,155 | $65,364-63.0% | $92,909-74.0% | $72,975-66.9% |
| Participation rate | 44.0% | 68.3%-24.3pp | 76.0%-32.0pp | 69.5%-25.5pp |
| Annual return | 25.16% | 42.11%-16.9pp | 109.44%-84.3pp | 81.01%-55.8pp |
| Employer contribution / active EE | $1,359 | $2,594-47.6% | $3,653-62.8% | $2,440-44.3% |
| Participant deferral / active EE | $3,352 | $3,128+7.2% | $4,238-20.9% | $3,608-7.1% |
| Admin fee / account holder | $217 | $4,251-94.9% | $5,795-96.2% | $5,124-95.8% |