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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 | $25,452 | $58,099-56.2% | $76,872-66.9% | $75,173-66.1% |
| Participation rate | 63.0% | 63.9%-0.9pp | 69.6%-6.6pp | 67.2%-4.2pp |
| Annual return | 19.48% | 26.71%-7.2pp | 37.90%-18.4pp | 160.72%-141.2pp |
| Employer contribution / active EE | $1,437 | $1,996-28.0% | $2,533-43.3% | $2,671-46.2% |
| Participant deferral / active EE | $2,393 | $2,999-20.2% | $3,832-37.6% | $4,126-42.0% |
| Admin fee / account holder | $0 | $4,778-100.0% | $5,476-100.0% | $5,651-100.0% |