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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 | $26,387 | $76,551-65.5% | $123,894-78.7% | $62,881-58.0% |
| Participation rate | 54.5% | 73.0%-18.4pp | 81.4%-26.9pp | 69.3%-14.8pp |
| Annual return | 8.86% | 18.68%-9.8pp | 47.52%-38.7pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,403 | $2,882-51.3% | $4,617-69.6% | $2,281-38.5% |
| Participant deferral / active EE | $2,227 | $4,840-54.0% | $5,984-62.8% | $3,203-30.5% |
| Admin fee / account holder | $77 | $4,826-98.4% | $8,357-99.1% | $4,296-98.2% |