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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 | $31,199 | $52,306-40.4% | $69,779-55.3% | $62,881-50.4% |
| Participation rate | 47.5% | 67.2%-19.7pp | 71.8%-24.3pp | 69.3%-21.8pp |
| Annual return | 10.75% | 13.35%-2.6pp | 12.99%-2.2pp | 20.14%-9.4pp |
| Employer contribution / active EE | $1,500 | $1,799-16.6% | $2,338-35.8% | $2,281-34.2% |
| Participant deferral / active EE | $2,896 | $2,395+20.9% | $2,931-1.2% | $3,203-9.6% |
| Admin fee / account holder | $71 | $3,691-98.1% | $4,381-98.4% | $4,296-98.3% |