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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 | $18,885 | $52,279-63.9% | $89,435-78.9% | $79,856-76.4% |
| Participation rate | 45.8% | 57.5%-11.7pp | 68.0%-22.2pp | 69.6%-23.8pp |
| Annual return | 24.68% | 22.16%+2.5pp | 245.55%-220.9pp | 31.71%-7.0pp |
| Employer contribution / active EE | $1,369 | $1,572-12.9% | $2,587-47.1% | $2,471-44.6% |
| Participant deferral / active EE | $2,312 | $2,740-15.6% | $3,890-40.6% | $3,741-38.2% |
| Admin fee / account holder | $236 | $3,356-93.0% | $4,884-95.2% | $5,306-95.6% |