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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 | $76,407-63.5% | $150,298-81.4% | $82,448-66.2% |
| Participation rate | 55.6% | 66.4%-10.8pp | 77.8%-22.2pp | 68.1%-12.5pp |
| Annual return | 24.12% | 39.99%-15.9pp | 62.79%-38.7pp | 41.64%-17.5pp |
| Employer contribution / active EE | $1,582 | $2,614-39.5% | $4,154-61.9% | $2,551-38.0% |
| Participant deferral / active EE | $3,016 | $3,214-6.2% | $5,453-44.7% | $4,139-27.1% |
| Admin fee / account holder | $19 | $6,352-99.7% | $14,116-99.9% | $7,234-99.7% |