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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 | $23,061 | $72,269-68.1% | $101,271-77.2% | $79,852-71.1% |
| Participation rate | 34.8% | 68.5%-33.7pp | 75.8%-41.0pp | 69.6%-34.9pp |
| Annual return | 48.69% | 22.29%+26.4pp | 46.48%+2.2pp | 31.72%+17.0pp |
| Employer contribution / active EE | $1,789 | $2,692-33.5% | $3,660-51.1% | $2,471-27.6% |
| Participant deferral / active EE | $2,883 | $3,282-12.1% | $4,371-34.0% | $3,740-22.9% |
| Admin fee / account holder | $136 | $4,401-96.9% | $5,948-97.7% | $5,306-97.4% |