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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 | $51,243 | $77,908-34.2% | $149,696-65.8% | $75,173-31.8% |
| Participation rate | 47.5% | 65.6%-18.1pp | 78.8%-31.3pp | 67.2%-19.7pp |
| Annual return | 13.86% | 31.73%-17.9pp | 134.46%-120.6pp | 160.72%-146.9pp |
| Employer contribution / active EE | $796 | $3,138-74.6% | $4,821-83.5% | $2,671-70.2% |
| Participant deferral / active EE | $2,245 | $3,411-34.2% | $5,682-60.5% | $4,126-45.6% |
| Admin fee / account holder | $297 | $5,950-95.0% | $13,212-97.7% | $5,651-94.7% |