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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 | $28,832 | $81,476-64.6% | $102,383-71.8% | $80,925-64.4% |
| Participation rate | 54.7% | 66.8%-12.1pp | 74.5%-19.8pp | 67.7%-12.9pp |
| Annual return | 21.88% | 25.59%-3.7pp | 24.94%-3.1pp | 35.65%-13.8pp |
| Employer contribution / active EE | $1,873 | $3,105-39.7% | $3,870-51.6% | $2,756-32.1% |
| Participant deferral / active EE | $3,717 | $3,871-4.0% | $5,060-26.5% | $4,299-13.5% |
| Admin fee / account holder | $19 | $6,717-99.7% | $8,391-99.8% | $6,940-99.7% |