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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 | $22,075 | $93,598-76.4% | $135,974-83.8% | $75,173-70.6% |
| Participation rate | 52.4% | 75.2%-22.8pp | 81.9%-29.5pp | 67.2%-14.8pp |
| Annual return | 23.88% | 30.89%-7.0pp | 68.30%-44.4pp | 160.72%-136.8pp |
| Employer contribution / active EE | $1,115 | $3,538-68.5% | $4,859-77.1% | $2,671-58.3% |
| Participant deferral / active EE | $3,477 | $6,405-45.7% | $7,760-55.2% | $4,126-15.7% |
| Admin fee / account holder | $285 | $6,978-95.9% | $10,767-97.4% | $5,651-95.0% |