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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 | $15,809 | $47,848-67.0% | $81,473-80.6% | $70,126-77.5% |
| Participation rate | 55.4% | 58.3%-2.9pp | 68.0%-12.6pp | 69.5%-14.2pp |
| Annual return | 18.13% | 27.25%-9.1pp | 38.78%-20.7pp | 73.15%-55.0pp |
| Employer contribution / active EE | $495 | $1,527-67.6% | $2,568-80.7% | $2,343-78.9% |
| Participant deferral / active EE | $1,414 | $2,453-42.4% | $3,537-60.0% | $3,332-57.6% |
| Admin fee / account holder | $139 | $3,145-95.6% | $4,561-97.0% | $4,645-97.0% |