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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 | $81,331-74.8% | $155,534-86.8% | $80,935-74.7% |
| Participation rate | 55.8% | 66.3%-10.4pp | 78.2%-22.4pp | 67.7%-11.8pp |
| Annual return | 18.26% | 33.37%-15.1pp | 64.92%-46.7pp | 35.66%-17.4pp |
| Employer contribution / active EE | $1,054 | $3,105-66.1% | $4,675-77.5% | $2,757-61.8% |
| Participant deferral / active EE | $1,813 | $3,454-47.5% | $5,630-67.8% | $4,299-57.8% |
| Admin fee / account holder | $9 | $7,999-99.9% | $15,900-99.9% | $6,924-99.9% |