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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 | $81,276-80.5% | $155,574-89.8% | $80,925-80.5% |
| Participation rate | 52.9% | 66.2%-13.4pp | 78.2%-25.4pp | 67.7%-14.8pp |
| Annual return | 19.69% | 33.36%-13.7pp | 64.87%-45.2pp | 35.65%-16.0pp |
| Employer contribution / active EE | $1,612 | $3,103-48.0% | $4,676-65.5% | $2,756-41.5% |
| Participant deferral / active EE | $4,507 | $3,453+30.5% | $5,629-19.9% | $4,299+4.8% |
| Admin fee / account holder | $125 | $7,993-98.4% | $15,914-99.2% | $6,940-98.2% |