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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 | $12,506 | $57,590-78.3% | $86,233-85.5% | $82,448-84.8% |
| Participation rate | 54.3% | 57.9%-3.5pp | 69.0%-14.7pp | 68.1%-13.7pp |
| Annual return | 36.03% | 22.41%+13.6pp | 61.39%-25.4pp | 41.64%-5.6pp |
| Employer contribution / active EE | $1,783 | $1,655+7.7% | $2,504-28.8% | $2,551-30.1% |
| Participant deferral / active EE | $2,281 | $3,080-25.9% | $4,559-50.0% | $4,139-44.9% |
| Admin fee / account holder | $210 | $4,730-95.6% | $8,342-97.5% | $7,234-97.1% |