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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 | $53,237 | $84,953-37.3% | $163,379-67.4% | $82,637-35.6% |
| Participation rate | 35.9% | 65.9%-30.0pp | 76.8%-40.9pp | 68.1%-32.2pp |
| Annual return | 13.44% | 23.07%-9.6pp | 63.41%-50.0pp | 53.51%-40.1pp |
| Employer contribution / active EE | $881 | $2,183-59.6% | $3,752-76.5% | $2,552-65.5% |
| Participant deferral / active EE | $3,089 | $4,326-28.6% | $6,282-50.8% | $4,126-25.1% |
| Admin fee / account holder | $244 | $7,921-96.9% | $9,818-97.5% | $7,339-96.7% |