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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 | $47,045 | $52,279-10.0% | $89,435-47.4% | $79,856-41.1% |
| Participation rate | 24.3% | 57.5%-33.2pp | 68.0%-43.7pp | 69.6%-45.3pp |
| Annual return | 20.74% | 22.16%-1.4pp | 245.55%-224.8pp | 31.71%-11.0pp |
| Employer contribution / active EE | $738 | $1,572-53.1% | $2,587-71.5% | $2,471-70.1% |
| Participant deferral / active EE | $1,931 | $2,740-29.5% | $3,890-50.4% | $3,741-48.4% |
| Admin fee / account holder | $19 | $3,356-99.4% | $4,884-99.6% | $5,306-99.6% |