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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 | $13,526 | $103,949-87.0% | $69,182-80.4% | $273,972-95.1% |
| Participation rate | 50.0% | 67.4%-17.4pp | 55.1%-5.1pp | 83.0%-33.0pp |
| Annual return | 13.21% | 35.28%-22.1pp | -21.93%+35.1pp | 41.46%-28.2pp |
| Employer contribution / active EE | $755 | $1,783-57.7% | $1,206-37.4% | $4,869-84.5% |
| Participant deferral / active EE | $3,653 | $2,716+34.5% | $1,897+92.6% | $5,287-30.9% |
| Admin fee / account holder | $244 | $3,671-93.3% | $2,697-90.9% | $10,133-97.6% |