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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 | $17,894 | $81,358-78.0% | $155,556-88.5% | $80,959-77.9% |
| Participation rate | 60.0% | 66.3%-6.3pp | 78.2%-18.2pp | 67.7%-7.7pp |
| Annual return | 17.14% | 33.39%-16.2pp | 64.84%-47.7pp | 35.67%-18.5pp |
| Employer contribution / active EE | $1,519 | $3,106-51.1% | $4,675-67.5% | $2,757-44.9% |
| Participant deferral / active EE | $1,745 | $3,455-49.5% | $5,631-69.0% | $4,300-59.4% |
| Admin fee / account holder | $290 | $7,994-96.4% | $15,885-98.2% | $6,925-95.8% |