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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 | $18,608 | $93,064-80.0% | $74,577-75.0% | $273,972-93.2% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 12.46% | 26.18%-13.7pp | 20.47%-8.0pp | 41.46%-29.0pp |
| Employer contribution / active EE | $1,248 | $3,160-60.5% | $2,525-50.6% | $4,869-74.4% |
| Participant deferral / active EE | $5,576 | $4,160+34.0% | $3,458+61.2% | $5,287+5.5% |
| Admin fee / account holder | $240 | $5,273-95.5% | $4,138-94.2% | $10,133-97.6% |