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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 | $11,556 | $51,207-77.4% | $70,565-83.6% | $75,177-84.6% |
| Participation rate | 57.6% | 61.0%-3.4pp | 68.4%-10.8pp | 67.2%-9.6pp |
| Annual return | 29.43% | 30.05%-0.6pp | 32.79%-3.4pp | 160.75%-131.3pp |
| Employer contribution / active EE | $1,525 | $1,826-16.5% | $2,976-48.8% | $2,671-42.9% |
| Participant deferral / active EE | $2,436 | $2,850-14.5% | $4,568-46.7% | $4,126-41.0% |
| Admin fee / account holder | $184 | $4,097-95.5% | $6,430-97.1% | $5,651-96.7% |