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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 | $39,763 | $115,225-65.5% | $100,712-60.5% | $138,895-71.4% |
| Participation rate | 50.0% | 74.3%-24.3pp | 69.3%-19.3pp | 79.9%-29.9pp |
| Annual return | 22.59% | 40.35%-17.8pp | 33.27%-10.7pp | 145.39%-122.8pp |
| Employer contribution / active EE | $1,067 | $2,771-61.5% | $2,313-53.9% | $4,194-74.6% |
| Participant deferral / active EE | $2,084 | $4,699-55.7% | $4,085-49.0% | $6,396-67.4% |
| Admin fee / account holder | $95 | $10,844-99.1% | $9,256-99.0% | $12,562-99.2% |