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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 | $10,810 | $40,263-73.2% | $57,347-81.1% | $59,632-81.9% |
| Participation rate | 51.9% | 69.2%-17.3pp | 75.1%-23.2pp | 68.7%-16.8pp |
| Annual return | 30.05% | 27.50%+2.5pp | 24.40%+5.6pp | 2041.32%-2011.3pp |
| Employer contribution / active EE | $1,142 | $1,922-40.6% | $2,689-57.5% | $2,203-48.1% |
| Participant deferral / active EE | $2,767 | $2,400+15.3% | $3,162-12.5% | $3,192-13.3% |
| Admin fee / account holder | $98 | $2,819-96.5% | $3,356-97.1% | $4,297-97.7% |