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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 | $23,974 | $81,358-70.5% | $155,556-84.6% | $80,959-70.4% |
| Participation rate | 57.7% | 66.3%-8.6pp | 78.2%-20.5pp | 67.7%-10.0pp |
| Annual return | 16.39% | 33.39%-17.0pp | 64.84%-48.4pp | 35.67%-19.3pp |
| Employer contribution / active EE | $1,265 | $3,106-59.3% | $4,675-72.9% | $2,757-54.1% |
| Participant deferral / active EE | $3,600 | $3,455+4.2% | $5,631-36.1% | $4,300-16.3% |
| Admin fee / account holder | $288 | $7,994-96.4% | $15,885-98.2% | $6,925-95.8% |