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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 | $25,110 | $71,197-64.7% | $93,669-73.2% | $80,925-69.0% |
| Participation rate | 55.8% | 60.4%-4.6pp | 68.7%-13.0pp | 67.7%-11.9pp |
| Annual return | 22.28% | 11.27%+11.0pp | 133.59%-111.3pp | 35.65%-13.4pp |
| Employer contribution / active EE | $1,437 | $1,565-8.1% | $2,424-40.7% | $2,756-47.8% |
| Participant deferral / active EE | $2,607 | $4,036-35.4% | $4,416-41.0% | $4,299-39.4% |
| Admin fee / account holder | $82 | $6,959-98.8% | $8,291-99.0% | $6,940-98.8% |