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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 | $19,854 | $81,233-75.6% | $155,567-87.2% | $80,874-75.5% |
| Participation rate | 42.9% | 66.2%-23.4pp | 78.2%-35.3pp | 67.6%-24.8pp |
| Annual return | 26.32% | 33.33%-7.0pp | 64.74%-38.4pp | 35.62%-9.3pp |
| Employer contribution / active EE | $1,153 | $3,101-62.8% | $4,674-75.3% | $2,756-58.2% |
| Participant deferral / active EE | $1,795 | $3,452-48.0% | $5,628-68.1% | $4,297-58.2% |
| Admin fee / account holder | $196 | $7,998-97.6% | $15,916-98.8% | $6,935-97.2% |