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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 | $126,661-76.9% | $113,397-74.2% | $138,895-78.9% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.5%-26.5pp | 79.9%-29.9pp |
| Annual return | 25.96% | 25.05%+0.9pp | 23.20%+2.8pp | 145.39%-119.4pp |
| Employer contribution / active EE | $1,355 | $3,456-60.8% | $2,977-54.5% | $4,194-67.7% |
| Participant deferral / active EE | $2,798 | $5,693-50.9% | $5,076-44.9% | $6,396-56.3% |
| Admin fee / account holder | $48 | $14,549-99.7% | $11,957-99.6% | $12,562-99.6% |