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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 | $29,267 | $124,425-76.5% | $112,040-73.9% | $137,256-78.7% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 25.96% | 24.72%+1.2pp | 24.52%+1.4pp | 220.34%-194.4pp |
| Employer contribution / active EE | $1,355 | $3,411-60.3% | $2,954-54.1% | $4,156-67.4% |
| Participant deferral / active EE | $2,798 | $5,718-51.1% | $5,098-45.1% | $6,407-56.3% |
| Admin fee / account holder | $48 | $15,207-99.7% | $12,098-99.6% | $12,270-99.6% |