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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 | $32,841 | $56,110-41.5% | $94,993-65.4% | $70,126-53.2% |
| Participation rate | 48.0% | 65.0%-17.0pp | 73.9%-25.9pp | 69.5%-21.5pp |
| Annual return | 41.12% | 51.02%-9.9pp | 27.14%+14.0pp | 73.15%-32.0pp |
| Employer contribution / active EE | $1,516 | $1,442+5.1% | $2,603-41.8% | $2,343-35.3% |
| Participant deferral / active EE | $2,262 | $2,391-5.4% | $3,317-31.8% | $3,332-32.1% |
| Admin fee / account holder | $197 | $3,456-94.3% | $4,960-96.0% | $4,645-95.8% |