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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 | $78,690-64.6% | $161,489-82.7% | $87,485-68.1% |
| Participation rate | 55.6% | 67.5%-11.9pp | 78.7%-23.1pp | 68.9%-13.4pp |
| Annual return | 24.12% | 32.74%-8.6pp | 89.72%-65.6pp | 26.06%-1.9pp |
| Employer contribution / active EE | $1,582 | $2,588-38.9% | $4,268-62.9% | $2,596-39.1% |
| Participant deferral / active EE | $3,016 | $3,311-8.9% | $5,630-46.4% | $4,274-29.4% |
| Admin fee / account holder | $19 | $6,724-99.7% | $16,006-99.9% | $7,775-99.8% |