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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 | $28,693 | $93,345-69.3% | $119,126-75.9% | $87,485-67.2% |
| Participation rate | 40.6% | 68.7%-28.1pp | 75.8%-35.1pp | 68.9%-28.3pp |
| Annual return | 23.26% | 19.08%+4.2pp | 282.11%-258.8pp | 26.06%-2.8pp |
| Employer contribution / active EE | $1,476 | $3,172-53.5% | $4,034-63.4% | $2,596-43.1% |
| Participant deferral / active EE | $2,565 | $4,099-37.4% | $5,318-51.8% | $4,274-40.0% |
| Admin fee / account holder | $232 | $8,039-97.1% | $10,693-97.8% | $7,775-97.0% |