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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 | $50,665 | $93,064-45.6% | $74,577-32.1% | $273,972-81.5% |
| Participation rate | 28.6% | 74.9%-46.4pp | 68.1%-39.5pp | 83.0%-54.4pp |
| Annual return | 8.54% | 26.18%-17.6pp | 20.47%-11.9pp | 41.46%-32.9pp |
| Employer contribution / active EE | $927 | $3,160-70.7% | $2,525-63.3% | $4,869-81.0% |
| Participant deferral / active EE | $2,684 | $4,160-35.5% | $3,458-22.4% | $5,287-49.2% |
| Admin fee / account holder | $119 | $5,273-97.7% | $4,138-97.1% | $10,133-98.8% |