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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 | $65,143 | $70,475-7.6% | $100,530-35.2% | $79,858-18.4% |
| Participation rate | 33.8% | 73.7%-39.9pp | 79.4%-45.7pp | 69.6%-35.9pp |
| Annual return | 20.28% | 21.90%-1.6pp | 30.89%-10.6pp | 31.72%-11.4pp |
| Employer contribution / active EE | $1,258 | $2,165-41.9% | $3,418-63.2% | $2,471-49.1% |
| Participant deferral / active EE | $2,554 | $5,181-50.7% | $6,271-59.3% | $3,740-31.7% |
| Admin fee / account holder | $113 | $4,478-97.5% | $8,083-98.6% | $5,306-97.9% |