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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 | $46,940 | $99,345-52.8% | $84,753-44.6% | $273,972-82.9% |
| Participation rate | 42.9% | 80.7%-37.8pp | 76.6%-33.7pp | 83.0%-40.2pp |
| Annual return | 8.85% | 22.93%-14.1pp | 22.78%-13.9pp | 41.46%-32.6pp |
| Employer contribution / active EE | $1,158 | $4,214-72.5% | $3,574-67.6% | $4,869-76.2% |
| Participant deferral / active EE | $3,574 | $4,270-16.3% | $3,712-3.7% | $5,287-32.4% |
| Admin fee / account holder | $155 | $6,645-97.7% | $5,333-97.1% | $10,133-98.5% |