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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 | $27,637 | $81,487-66.1% | $102,412-73.0% | $80,935-65.9% |
| Participation rate | 45.7% | 66.8%-21.2pp | 74.5%-28.9pp | 67.7%-22.0pp |
| Annual return | 15.46% | 25.60%-10.1pp | 24.94%-9.5pp | 35.66%-20.2pp |
| Employer contribution / active EE | $1,778 | $3,103-42.7% | $3,870-54.0% | $2,757-35.5% |
| Participant deferral / active EE | $2,916 | $3,871-24.7% | $5,060-42.4% | $4,299-32.2% |
| Admin fee / account holder | $223 | $6,717-96.7% | $8,388-97.3% | $6,924-96.8% |