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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 | $57,140-12.8% | $85,240-41.5% | $80,959-38.4% |
| Participation rate | 34.6% | 56.4%-21.8pp | 67.5%-32.9pp | 67.7%-33.1pp |
| Annual return | 15.77% | 21.71%-5.9pp | 66.75%-51.0pp | 35.67%-19.9pp |
| Employer contribution / active EE | $972 | $1,802-46.1% | $2,735-64.5% | $2,757-64.7% |
| Participant deferral / active EE | $3,054 | $3,115-2.0% | $4,527-32.5% | $4,300-29.0% |
| Admin fee / account holder | $228 | $4,992-95.4% | $6,165-96.3% | $6,925-96.7% |