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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 | $49,846 | $57,073-12.7% | $85,126-41.4% | $80,925-38.4% |
| Participation rate | 34.6% | 56.4%-21.8pp | 67.5%-32.9pp | 67.7%-33.0pp |
| Annual return | 15.77% | 21.69%-5.9pp | 66.63%-50.9pp | 35.65%-19.9pp |
| Employer contribution / active EE | $972 | $1,801-46.0% | $2,731-64.4% | $2,756-64.7% |
| Participant deferral / active EE | $3,054 | $3,113-1.9% | $4,523-32.5% | $4,299-29.0% |
| Admin fee / account holder | $228 | $4,988-95.4% | $6,160-96.3% | $6,940-96.7% |