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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 | $15,820 | $81,358-80.6% | $155,556-89.8% | $80,959-80.5% |
| Participation rate | 52.9% | 66.3%-13.4pp | 78.2%-25.4pp | 67.7%-14.8pp |
| Annual return | 19.69% | 33.39%-13.7pp | 64.84%-45.1pp | 35.67%-16.0pp |
| Employer contribution / active EE | $1,612 | $3,106-48.1% | $4,675-65.5% | $2,757-41.5% |
| Participant deferral / active EE | $4,507 | $3,455+30.4% | $5,631-20.0% | $4,300+4.8% |
| Admin fee / account holder | $125 | $7,994-98.4% | $15,885-99.2% | $6,925-98.2% |