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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 | $51,953 | $135,956-61.8% | $123,894-58.1% | $273,972-81.0% |
| Participation rate | 44.4% | 84.1%-39.6pp | 81.4%-37.0pp | 83.0%-38.6pp |
| Annual return | 6.32% | 56.63%-50.3pp | 47.52%-41.2pp | 41.46%-35.1pp |
| Employer contribution / active EE | $3,433 | $5,170-33.6% | $4,617-25.6% | $4,869-29.5% |
| Participant deferral / active EE | $3,700 | $6,343-41.7% | $5,984-38.2% | $5,287-30.0% |
| Admin fee / account holder | $101 | $9,817-99.0% | $8,357-98.8% | $10,133-99.0% |