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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 | $35,548 | $57,828-38.5% | $117,039-69.6% | $70,126-49.3% |
| Participation rate | 52.9% | 67.1%-14.2pp | 77.2%-24.2pp | 69.5%-16.6pp |
| Annual return | 14.42% | 17.55%-3.1pp | 18.95%-4.5pp | 73.15%-58.7pp |
| Employer contribution / active EE | $1,201 | $1,816-33.8% | $3,785-68.3% | $2,343-48.7% |
| Participant deferral / active EE | $1,841 | $2,438-24.5% | $3,929-53.1% | $3,332-44.7% |
| Admin fee / account holder | $139 | $3,548-96.1% | $5,974-97.7% | $4,645-97.0% |