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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 | $81,262-80.8% | $155,602-90.0% | $80,911-80.8% |
| Participation rate | 54.8% | 66.2%-11.5pp | 78.2%-23.4pp | 67.6%-12.9pp |
| Annual return | 28.02% | 33.34%-5.3pp | 64.81%-36.8pp | 35.63%-7.6pp |
| Employer contribution / active EE | $1,070 | $3,102-65.5% | $4,675-77.1% | $2,756-61.2% |
| Participant deferral / active EE | $2,933 | $3,451-15.0% | $5,629-47.9% | $4,297-31.7% |
| Admin fee / account holder | $186 | $7,992-97.7% | $15,923-98.8% | $6,935-97.3% |