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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 | $15,456 | $77,638-80.1% | $156,551-90.1% | $62,881-75.4% |
| Participation rate | 59.3% | 71.2%-11.9pp | 84.0%-24.8pp | 69.3%-10.0pp |
| Annual return | 8.50% | 50.33%-41.8pp | 32.23%-23.7pp | 20.14%-11.6pp |
| Employer contribution / active EE | $1,657 | $3,444-51.9% | $5,501-69.9% | $2,281-27.3% |
| Participant deferral / active EE | $3,474 | $3,046+14.1% | $4,871-28.7% | $3,203+8.5% |
| Admin fee / account holder | $243 | $5,561-95.6% | $13,028-98.1% | $4,296-94.3% |