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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 | $46,034 | $43,075+6.9% | $74,577-38.3% | $62,881-26.8% |
| Participation rate | 27.9% | 58.1%-30.1pp | 68.1%-40.2pp | 69.3%-41.4pp |
| Annual return | 6.95% | 17.50%-10.6pp | 20.47%-13.5pp | 20.14%-13.2pp |
| Employer contribution / active EE | $464 | $1,498-69.0% | $2,525-81.6% | $2,281-79.7% |
| Participant deferral / active EE | $995 | $2,389-58.3% | $3,458-71.2% | $3,203-68.9% |
| Admin fee / account holder | $49 | $2,840-98.3% | $4,138-98.8% | $4,296-98.9% |