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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 | $20,495 | $81,358-74.8% | $155,556-86.8% | $80,959-74.7% |
| Participation rate | 55.8% | 66.3%-10.5pp | 78.2%-22.4pp | 67.7%-11.9pp |
| Annual return | 18.26% | 33.39%-15.1pp | 64.84%-46.6pp | 35.67%-17.4pp |
| Employer contribution / active EE | $1,054 | $3,106-66.1% | $4,675-77.5% | $2,757-61.8% |
| Participant deferral / active EE | $1,813 | $3,455-47.5% | $5,631-67.8% | $4,300-57.8% |
| Admin fee / account holder | $9 | $7,994-99.9% | $15,885-99.9% | $6,925-99.9% |