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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 | $63,145 | $91,559-31.0% | $133,978-52.9% | $79,856-20.9% |
| Participation rate | 56.7% | 73.3%-16.7pp | 79.8%-23.2pp | 69.6%-13.0pp |
| Annual return | 16.23% | 61.85%-45.6pp | 45.10%-28.9pp | 31.71%-15.5pp |
| Employer contribution / active EE | $1,089 | $2,384-54.3% | $3,919-72.2% | $2,471-56.0% |
| Participant deferral / active EE | $2,504 | $3,734-32.9% | $5,047-50.4% | $3,741-33.0% |
| Admin fee / account holder | $16 | $6,321-99.8% | $8,930-99.8% | $5,306-99.7% |