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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 | $59,701 | $107,809-44.6% | $97,032-38.5% | $155,188-61.5% |
| Participation rate | 50.0% | 75.5%-25.5pp | 71.6%-21.6pp | 80.8%-30.8pp |
| Annual return | 21.01% | 38.06%-17.1pp | 35.38%-14.4pp | 148.84%-127.8pp |
| Employer contribution / active EE | $1,636 | $2,911-43.8% | $2,629-37.8% | $4,248-61.5% |
| Participant deferral / active EE | $2,290 | $5,129-55.4% | $4,672-51.0% | $6,531-64.9% |
| Admin fee / account holder | $269 | $10,717-97.5% | $9,418-97.1% | $14,480-98.1% |