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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 | $25,294 | $73,978-65.8% | $96,515-73.8% | $75,173-66.4% |
| Participation rate | 60.0% | 66.4%-6.4pp | 74.3%-14.3pp | 67.2%-7.2pp |
| Annual return | 18.79% | 26.72%-7.9pp | 35.73%-16.9pp | 160.72%-141.9pp |
| Employer contribution / active EE | $1,186 | $2,931-59.5% | $3,740-68.3% | $2,671-55.6% |
| Participant deferral / active EE | $2,625 | $3,660-28.3% | $4,880-46.2% | $4,126-36.4% |
| Admin fee / account holder | $244 | $5,219-95.3% | $6,735-96.4% | $5,651-95.7% |