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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 | $46,123 | $77,638-40.6% | $156,551-70.5% | $62,881-26.7% |
| Participation rate | 35.0% | 71.2%-36.2pp | 84.0%-49.0pp | 69.3%-34.3pp |
| Annual return | 12.56% | 50.33%-37.8pp | 32.23%-19.7pp | 20.14%-7.6pp |
| Employer contribution / active EE | $752 | $3,444-78.2% | $5,501-86.3% | $2,281-67.0% |
| Participant deferral / active EE | $1,081 | $3,046-64.5% | $4,871-77.8% | $3,203-66.3% |
| Admin fee / account holder | $156 | $5,561-97.2% | $13,028-98.8% | $4,296-96.4% |