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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 | $45,992 | $57,065-19.4% | $75,670-39.2% | $70,131-34.4% |
| Participation rate | 35.4% | 68.1%-32.7pp | 72.3%-37.0pp | 69.5%-34.2pp |
| Annual return | 13.37% | 23.57%-10.2pp | 27.34%-14.0pp | 73.14%-59.8pp |
| Employer contribution / active EE | $574 | $1,817-68.4% | $2,352-75.6% | $2,342-75.5% |
| Participant deferral / active EE | $1,241 | $2,580-51.9% | $3,142-60.5% | $3,332-62.8% |
| Admin fee / account holder | $116 | $3,825-97.0% | $5,800-98.0% | $4,645-97.5% |