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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 | $45,861 | $41,377+10.8% | $109,313-58.0% | $62,881-27.1% |
| Participation rate | 45.5% | 57.5%-12.1pp | 71.3%-25.8pp | 69.3%-23.9pp |
| Annual return | 8.55% | 11.05%-2.5pp | 22.07%-13.5pp | 20.14%-11.6pp |
| Employer contribution / active EE | $861 | $1,276-32.5% | $3,892-77.9% | $2,281-62.2% |
| Participant deferral / active EE | $2,284 | $2,045+11.7% | $3,166-27.9% | $3,203-28.7% |
| Admin fee / account holder | $87 | $2,884-97.0% | $5,666-98.5% | $4,296-98.0% |