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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 | $50,417 | $67,602-25.4% | $82,312-38.7% | $70,126-28.1% |
| Participation rate | 56.4% | 72.8%-16.4pp | 76.9%-20.5pp | 69.5%-13.1pp |
| Annual return | 18.14% | 21.57%-3.4pp | 25.88%-7.7pp | 73.15%-55.0pp |
| Employer contribution / active EE | $716 | $1,755-59.2% | $2,428-70.5% | $2,343-69.4% |
| Participant deferral / active EE | $2,095 | $2,987-29.9% | $3,706-43.5% | $3,332-37.1% |
| Admin fee / account holder | $185 | $4,512-95.9% | $5,608-96.7% | $4,645-96.0% |