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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 | $28,706 | $68,880-58.3% | $120,580-76.2% | $80,959-64.5% |
| Participation rate | 50.0% | 61.7%-11.7pp | 72.0%-22.0pp | 67.7%-17.7pp |
| Annual return | 13.33% | 23.68%-10.3pp | 107.48%-94.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $1,854 | $2,066-10.3% | $3,469-46.6% | $2,757-32.8% |
| Participant deferral / active EE | $4,281 | $3,191+34.2% | $4,995-14.3% | $4,300-0.5% |
| Admin fee / account holder | $184 | $5,785-96.8% | $9,418-98.0% | $6,925-97.3% |