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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 | $64,762 | $110,303-41.3% | $95,759-32.4% | $139,487-53.6% |
| Participation rate | 50.0% | 75.7%-25.7pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 12.82% | 27.19%-14.4pp | 28.42%-15.6pp | 373.84%-361.0pp |
| Employer contribution / active EE | $1,208 | $3,261-63.0% | $2,836-57.4% | $4,755-74.6% |
| Participant deferral / active EE | $3,850 | $4,674-17.6% | $4,244-9.3% | $6,713-42.7% |
| Admin fee / account holder | $298 | $6,615-95.5% | $5,678-94.8% | $11,407-97.4% |