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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 | $22,744 | $77,638-70.7% | $156,551-85.5% | $62,881-63.8% |
| Participation rate | 61.5% | 71.2%-9.7pp | 84.0%-22.5pp | 69.3%-7.8pp |
| Annual return | 5.25% | 50.33%-45.1pp | 32.23%-27.0pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,376 | $3,444-60.1% | $5,501-75.0% | $2,281-39.7% |
| Participant deferral / active EE | $2,433 | $3,046-20.1% | $4,871-50.1% | $3,203-24.0% |
| Admin fee / account holder | $288 | $5,561-94.8% | $13,028-97.8% | $4,296-93.3% |