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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 | $81,233-80.5% | $155,567-89.8% | $80,874-80.4% |
| Participation rate | 52.9% | 66.2%-13.4pp | 78.2%-25.3pp | 67.6%-14.8pp |
| Annual return | 19.69% | 33.33%-13.6pp | 64.74%-45.0pp | 35.62%-15.9pp |
| Employer contribution / active EE | $1,612 | $3,101-48.0% | $4,674-65.5% | $2,756-41.5% |
| Participant deferral / active EE | $4,507 | $3,452+30.6% | $5,628-19.9% | $4,297+4.9% |
| Admin fee / account holder | $125 | $7,998-98.4% | $15,916-99.2% | $6,935-98.2% |