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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 | $49,474 | $90,486-45.3% | $78,676-37.1% | $273,972-81.9% |
| Participation rate | 55.6% | 76.5%-21.0pp | 73.6%-18.0pp | 83.0%-27.5pp |
| Annual return | 7.27% | 75.62%-68.4pp | 62.19%-54.9pp | 41.46%-34.2pp |
| Employer contribution / active EE | $1,525 | $3,175-52.0% | $2,850-46.5% | $4,869-68.7% |
| Participant deferral / active EE | $578 | $3,901-85.2% | $3,517-83.6% | $5,287-89.1% |
| Admin fee / account holder | $8 | $5,263-99.8% | $4,510-99.8% | $10,133-99.9% |