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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 | $47,277 | $57,352-17.6% | $83,831-43.6% | $64,173-26.3% |
| Participation rate | 38.2% | 68.6%-30.4pp | 76.1%-37.9pp | 69.6%-31.3pp |
| Annual return | 4.88% | 11.38%-6.5pp | 850.99%-846.1pp | 7.63%-2.8pp |
| Employer contribution / active EE | $1,217 | $2,546-52.2% | $3,631-66.5% | $2,381-48.9% |
| Participant deferral / active EE | $2,614 | $2,993-12.7% | $4,082-36.0% | $3,470-24.7% |
| Admin fee / account holder | $120 | $4,046-97.0% | $5,479-97.8% | $4,887-97.5% |