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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 | $51,512 | $41,377+24.5% | $109,313-52.9% | $62,881-18.1% |
| Participation rate | 24.0% | 57.5%-33.5pp | 71.3%-47.3pp | 69.3%-45.3pp |
| Annual return | 6.25% | 11.05%-4.8pp | 22.07%-15.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $453 | $1,276-64.5% | $3,892-88.4% | $2,281-80.2% |
| Participant deferral / active EE | $818 | $2,045-60.0% | $3,166-74.2% | $3,203-74.5% |
| Admin fee / account holder | $181 | $2,884-93.7% | $5,666-96.8% | $4,296-95.8% |