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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 | $47,390 | $94,439-49.8% | $73,658-35.7% | $154,746-69.4% |
| Participation rate | 50.0% | 64.7%-14.7pp | 57.0%-7.0pp | 80.7%-30.7pp |
| Annual return | 18.59% | 28.25%-9.7pp | 29.72%-11.1pp | 172.34%-153.7pp |
| Employer contribution / active EE | $949 | $1,257-24.5% | $1,032-8.0% | $4,379-78.3% |
| Participant deferral / active EE | $1,206 | $2,527-52.3% | $2,062-41.5% | $6,730-82.1% |
| Admin fee / account holder | $60 | $3,843-98.5% | $3,357-98.2% | $14,365-99.6% |