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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 | $32,475 | $67,602-52.0% | $82,312-60.5% | $70,126-53.7% |
| Participation rate | 64.5% | 72.8%-8.3pp | 76.9%-12.4pp | 69.5%-5.0pp |
| Annual return | 18.93% | 21.57%-2.6pp | 25.88%-7.0pp | 73.15%-54.2pp |
| Employer contribution / active EE | $1,056 | $1,755-39.8% | $2,428-56.5% | $2,343-54.9% |
| Participant deferral / active EE | $2,345 | $2,987-21.5% | $3,706-36.7% | $3,332-29.6% |
| Admin fee / account holder | $80 | $4,512-98.2% | $5,608-98.6% | $4,645-98.3% |