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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 | $48,592 | $102,609-52.6% | $98,090-50.5% | $138,895-65.0% |
| Participation rate | 50.0% | 82.8%-32.8pp | 81.5%-31.5pp | 79.9%-29.9pp |
| Annual return | 22.65% | 36.44%-13.8pp | 37.05%-14.4pp | 145.39%-122.7pp |
| Employer contribution / active EE | $3,683 | $3,867-4.8% | $3,606+2.1% | $4,194-12.2% |
| Participant deferral / active EE | $3,683 | $8,167-54.9% | $7,845-53.1% | $6,396-42.4% |
| Admin fee / account holder | $90 | $11,434-99.2% | $11,815-99.2% | $12,562-99.3% |