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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 | $46,158 | $67,411-31.5% | $91,004-49.3% | $70,126-34.2% |
| Participation rate | 48.8% | 71.4%-22.6pp | 75.6%-26.8pp | 69.5%-20.7pp |
| Annual return | 15.98% | -40.16%+56.1pp | 4.60%+11.4pp | 73.15%-57.2pp |
| Employer contribution / active EE | $786 | $1,786-56.0% | $2,456-68.0% | $2,343-66.5% |
| Participant deferral / active EE | $1,620 | $2,823-42.6% | $3,548-54.3% | $3,332-51.4% |
| Admin fee / account holder | $48 | $4,236-98.9% | $5,417-99.1% | $4,645-99.0% |