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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 | $8,094 | $59,440-86.4% | $78,004-89.6% | $82,637-90.2% |
| Participation rate | 36.3% | 62.8%-26.6pp | 69.4%-33.2pp | 68.1%-31.8pp |
| Annual return | 28.04% | 40.24%-12.2pp | 31.07%-3.0pp | 53.51%-25.5pp |
| Employer contribution / active EE | $1,025 | $1,750-41.4% | $2,469-58.5% | $2,552-59.8% |
| Participant deferral / active EE | $1,517 | $3,138-51.7% | $4,092-62.9% | $4,126-63.2% |
| Admin fee / account holder | $248 | $5,504-95.5% | $7,578-96.7% | $7,339-96.6% |