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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 | $54,987 | $76,407-28.0% | $150,298-63.4% | $82,448-33.3% |
| Participation rate | 41.9% | 66.4%-24.5pp | 77.8%-35.8pp | 68.1%-26.1pp |
| Annual return | 18.72% | 39.99%-21.3pp | 62.79%-44.1pp | 41.64%-22.9pp |
| Employer contribution / active EE | $1,806 | $2,614-30.9% | $4,154-56.5% | $2,551-29.2% |
| Participant deferral / active EE | $3,059 | $3,214-4.8% | $5,453-43.9% | $4,139-26.1% |
| Admin fee / account holder | $18 | $6,352-99.7% | $14,116-99.9% | $7,234-99.8% |