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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 | $49,572 | $99,345-50.1% | $84,753-41.5% | $273,972-81.9% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 15.28% | 22.93%-7.6pp | 22.78%-7.5pp | 41.46%-26.2pp |
| Employer contribution / active EE | $2,901 | $4,214-31.2% | $3,574-18.8% | $4,869-40.4% |
| Participant deferral / active EE | $9,000 | $4,270+110.8% | $3,712+142.5% | $5,287+70.2% |
| Admin fee / account holder | $258 | $6,645-96.1% | $5,333-95.2% | $10,133-97.5% |