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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 | $45,849 | $54,541-15.9% | $78,778-41.8% | $70,126-34.6% |
| Participation rate | 58.4% | 60.8%-2.4pp | 69.2%-10.7pp | 69.5%-11.1pp |
| Annual return | 13.14% | 21.07%-7.9pp | 35.62%-22.5pp | 73.15%-60.0pp |
| Employer contribution / active EE | $747 | $1,089-31.4% | $1,986-62.4% | $2,343-68.1% |
| Participant deferral / active EE | $1,410 | $2,210-36.2% | $2,958-52.3% | $3,332-57.7% |
| Admin fee / account holder | $21 | $3,709-99.4% | $5,134-99.6% | $4,645-99.5% |