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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 | $48,652 | $65,034-25.2% | $90,970-46.5% | $79,856-39.1% |
| Participation rate | 50.0% | 61.6%-11.6pp | 69.0%-19.0pp | 69.6%-19.6pp |
| Annual return | 12.10% | 30.45%-18.4pp | 134.60%-122.5pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,053 | $1,247-15.6% | $2,122-50.4% | $2,471-57.4% |
| Participant deferral / active EE | $1,979 | $2,512-21.2% | $3,373-41.3% | $3,741-47.1% |
| Admin fee / account holder | $241 | $4,536-94.7% | $5,961-96.0% | $5,306-95.5% |