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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 | $68,878-58.3% | $120,574-76.2% | $80,935-64.5% |
| Participation rate | 50.0% | 61.7%-11.7pp | 71.9%-21.9pp | 67.7%-17.7pp |
| Annual return | 13.33% | 23.67%-10.3pp | 107.42%-94.1pp | 35.66%-22.3pp |
| Employer contribution / active EE | $1,854 | $2,065-10.2% | $3,471-46.6% | $2,757-32.7% |
| Participant deferral / active EE | $4,281 | $3,189+34.2% | $4,996-14.3% | $4,299-0.4% |
| Admin fee / account holder | $184 | $5,782-96.8% | $9,445-98.0% | $6,924-97.3% |