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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 | $30,413 | $61,815-50.8% | $97,295-68.7% | $80,959-62.4% |
| Participation rate | 53.4% | 63.5%-10.1pp | 72.7%-19.2pp | 67.7%-14.2pp |
| Annual return | 16.90% | -558.73%+575.6pp | 75.62%-58.7pp | 35.67%-18.8pp |
| Employer contribution / active EE | $1,652 | $1,836-10.0% | $2,723-39.3% | $2,757-40.1% |
| Participant deferral / active EE | $2,883 | $3,027-4.8% | $4,264-32.4% | $4,300-33.0% |
| Admin fee / account holder | $124 | $5,166-97.6% | $5,646-97.8% | $6,925-98.2% |