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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 | $58,318 | $59,440-1.9% | $78,004-25.2% | $82,637-29.4% |
| Participation rate | 12.9% | 62.8%-49.9pp | 69.4%-56.5pp | 68.1%-55.2pp |
| Annual return | 18.29% | 40.24%-21.9pp | 31.07%-12.8pp | 53.51%-35.2pp |
| Employer contribution / active EE | $666 | $1,750-61.9% | $2,469-73.0% | $2,552-73.9% |
| Participant deferral / active EE | $1,516 | $3,138-51.7% | $4,092-62.9% | $4,126-63.3% |
| Admin fee / account holder | $273 | $5,504-95.0% | $7,578-96.4% | $7,339-96.3% |