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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 | $47,207 | $64,324-26.6% | $118,946-60.3% | $79,852-40.9% |
| Participation rate | 27.9% | 64.9%-36.9pp | 75.4%-47.5pp | 69.6%-41.7pp |
| Annual return | 16.61% | 86.45%-69.8pp | 35.89%-19.3pp | 31.72%-15.1pp |
| Employer contribution / active EE | $1,012 | $1,836-44.9% | $3,263-69.0% | $2,471-59.0% |
| Participant deferral / active EE | $2,050 | $2,824-27.4% | $4,266-51.9% | $3,740-45.2% |
| Admin fee / account holder | $131 | $4,040-96.8% | $6,581-98.0% | $5,306-97.5% |