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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 | $21,457 | $91,198-76.5% | $178,503-88.0% | $79,856-73.1% |
| Participation rate | 54.8% | 69.2%-14.4pp | 81.9%-27.1pp | 69.6%-14.8pp |
| Annual return | 25.43% | 24.20%+1.2pp | 151.12%-125.7pp | 31.71%-6.3pp |
| Employer contribution / active EE | $1,829 | $3,257-43.8% | $5,011-63.5% | $2,471-26.0% |
| Participant deferral / active EE | $3,220 | $3,237-0.5% | $5,202-38.1% | $3,741-13.9% |
| Admin fee / account holder | $42 | $6,748-99.4% | $13,987-99.7% | $5,306-99.2% |