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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 | $50,382 | $72,273-30.3% | $101,275-50.3% | $79,856-36.9% |
| Participation rate | 60.4% | 68.5%-8.0pp | 75.8%-15.4pp | 69.6%-9.2pp |
| Annual return | 19.85% | 22.30%-2.4pp | 46.48%-26.6pp | 31.71%-11.9pp |
| Employer contribution / active EE | $1,167 | $2,691-56.6% | $3,660-68.1% | $2,471-52.8% |
| Participant deferral / active EE | $2,448 | $3,282-25.4% | $4,371-44.0% | $3,741-34.6% |
| Admin fee / account holder | $233 | $4,401-94.7% | $5,948-96.1% | $5,306-95.6% |