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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 | $23,025 | $81,487-71.7% | $102,412-77.5% | $80,935-71.6% |
| Participation rate | 57.6% | 66.8%-9.3pp | 74.5%-16.9pp | 67.7%-10.1pp |
| Annual return | 13.28% | 25.60%-12.3pp | 24.94%-11.7pp | 35.66%-22.4pp |
| Employer contribution / active EE | $2,016 | $3,103-35.0% | $3,870-47.9% | $2,757-26.9% |
| Participant deferral / active EE | $2,177 | $3,871-43.8% | $5,060-57.0% | $4,299-49.4% |
| Admin fee / account holder | $16 | $6,717-99.8% | $8,388-99.8% | $6,924-99.8% |