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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 | $44,342 | $65,034-31.8% | $90,970-51.3% | $79,856-44.5% |
| Participation rate | 55.8% | 61.6%-5.8pp | 69.0%-13.2pp | 69.6%-13.9pp |
| Annual return | 25.56% | 30.45%-4.9pp | 134.60%-109.0pp | 31.71%-6.1pp |
| Employer contribution / active EE | $1,212 | $1,247-2.8% | $2,122-42.9% | $2,471-50.9% |
| Participant deferral / active EE | $2,799 | $2,512+11.4% | $3,373-17.0% | $3,741-25.2% |
| Admin fee / account holder | $76 | $4,536-98.3% | $5,961-98.7% | $5,306-98.6% |