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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 | $12,268 | $106,588-88.5% | $94,215-87.0% | $155,188-92.1% |
| Participation rate | 50.0% | 74.3%-24.3pp | 70.0%-20.0pp | 80.8%-30.8pp |
| Annual return | 22.32% | 29.39%-7.1pp | 28.22%-5.9pp | 148.84%-126.5pp |
| Employer contribution / active EE | $1,700 | $3,080-44.8% | $2,675-36.5% | $4,248-60.0% |
| Participant deferral / active EE | $2,960 | $4,802-38.4% | $4,276-30.8% | $6,531-54.7% |
| Admin fee / account holder | $46 | $12,281-99.6% | $10,216-99.5% | $14,480-99.7% |