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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 | $22,206 | $81,358-72.7% | $155,556-85.7% | $80,959-72.6% |
| Participation rate | 44.7% | 66.3%-21.5pp | 78.2%-33.5pp | 67.7%-22.9pp |
| Annual return | 17.17% | 33.39%-16.2pp | 64.84%-47.7pp | 35.67%-18.5pp |
| Employer contribution / active EE | $1,028 | $3,106-66.9% | $4,675-78.0% | $2,757-62.7% |
| Participant deferral / active EE | $2,100 | $3,455-39.2% | $5,631-62.7% | $4,300-51.2% |
| Admin fee / account holder | $234 | $7,994-97.1% | $15,885-98.5% | $6,925-96.6% |