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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 | $30,929 | $81,262-61.9% | $155,602-80.1% | $80,911-61.8% |
| Participation rate | 51.3% | 66.2%-15.0pp | 78.2%-26.9pp | 67.6%-16.4pp |
| Annual return | 22.03% | 33.34%-11.3pp | 64.81%-42.8pp | 35.63%-13.6pp |
| Employer contribution / active EE | $1,526 | $3,102-50.8% | $4,675-67.4% | $2,756-44.6% |
| Participant deferral / active EE | $3,825 | $3,451+10.8% | $5,629-32.0% | $4,297-11.0% |
| Admin fee / account holder | $88 | $7,992-98.9% | $15,923-99.4% | $6,935-98.7% |