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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 | $46,582 | $105,623-55.9% | $87,502-46.8% | $273,972-83.0% |
| Participation rate | 68.4% | 78.2%-9.8pp | 73.8%-5.4pp | 83.0%-14.6pp |
| Annual return | 3.89% | 12.26%-8.4pp | 12.21%-8.3pp | 41.46%-37.6pp |
| Employer contribution / active EE | $789 | $3,141-74.9% | $2,550-69.1% | $4,869-83.8% |
| Participant deferral / active EE | $2,247 | $3,601-37.6% | $3,149-28.6% | $5,287-57.5% |
| Admin fee / account holder | $64 | $4,781-98.7% | $4,221-98.5% | $10,133-99.4% |