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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 | $15,574 | $81,331-80.9% | $155,534-90.0% | $80,935-80.8% |
| Participation rate | 54.8% | 66.3%-11.5pp | 78.2%-23.5pp | 67.7%-12.9pp |
| Annual return | 28.02% | 33.37%-5.3pp | 64.92%-36.9pp | 35.66%-7.6pp |
| Employer contribution / active EE | $1,070 | $3,105-65.5% | $4,675-77.1% | $2,757-61.2% |
| Participant deferral / active EE | $2,933 | $3,454-15.1% | $5,630-47.9% | $4,299-31.8% |
| Admin fee / account holder | $186 | $7,999-97.7% | $15,900-98.8% | $6,924-97.3% |