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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 | $53,270 | $135,956-60.8% | $123,894-57.0% | $273,972-80.6% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 6.49% | 56.63%-50.1pp | 47.52%-41.0pp | 41.46%-35.0pp |
| Employer contribution / active EE | $1,431 | $5,170-72.3% | $4,617-69.0% | $4,869-70.6% |
| Participant deferral / active EE | $2,148 | $6,343-66.1% | $5,984-64.1% | $5,287-59.4% |
| Admin fee / account holder | $12 | $9,817-99.9% | $8,357-99.9% | $10,133-99.9% |