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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 | $15,360 | $39,132-60.7% | $57,196-73.1% | $62,881-75.6% |
| Participation rate | 69.4% | 70.5%-1.1pp | 75.3%-5.9pp | 69.3%+0.1pp |
| Annual return | 4.00% | 9.24%-5.2pp | 14.59%-10.6pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,031 | $1,874-45.0% | $2,683-61.6% | $2,281-54.8% |
| Participant deferral / active EE | $2,344 | $2,374-1.3% | $3,096-24.3% | $3,203-26.8% |
| Admin fee / account holder | $100 | $2,594-96.1% | $3,141-96.8% | $4,296-97.7% |