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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 | $27,893 | $86,050-67.6% | $189,758-85.3% | $94,015-70.3% |
| Participation rate | 55.6% | 68.9%-13.3pp | 79.8%-24.2pp | 70.8%-15.3pp |
| Annual return | 24.12% | 17.77%+6.3pp | 52.62%-28.5pp | 17.84%+6.3pp |
| Employer contribution / active EE | $1,582 | $2,819-43.9% | $4,767-66.8% | $2,790-43.3% |
| Participant deferral / active EE | $3,016 | $3,349-9.9% | $5,856-48.5% | $4,249-29.0% |
| Admin fee / account holder | $19 | $6,627-99.7% | $20,388-99.9% | $8,951-99.8% |