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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 | $55,032 | $91,559-39.9% | $133,978-58.9% | $79,856-31.1% |
| Participation rate | 56.8% | 73.3%-16.5pp | 79.8%-23.0pp | 69.6%-12.8pp |
| Annual return | 17.12% | 61.85%-44.7pp | 45.10%-28.0pp | 31.71%-14.6pp |
| Employer contribution / active EE | $1,266 | $2,384-46.9% | $3,919-67.7% | $2,471-48.8% |
| Participant deferral / active EE | $2,629 | $3,734-29.6% | $5,047-47.9% | $3,741-29.7% |
| Admin fee / account holder | $271 | $6,321-95.7% | $8,930-97.0% | $5,306-94.9% |