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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 | $41,278 | $99,345-58.4% | $84,753-51.3% | $273,972-84.9% |
| Participation rate | 45.5% | 80.7%-35.2pp | 76.6%-31.1pp | 83.0%-37.6pp |
| Annual return | 8.21% | 22.93%-14.7pp | 22.78%-14.6pp | 41.46%-33.2pp |
| Employer contribution / active EE | $1,524 | $4,214-63.8% | $3,574-57.4% | $4,869-68.7% |
| Participant deferral / active EE | $1,524 | $4,270-64.3% | $3,712-59.0% | $5,287-71.2% |
| Admin fee / account holder | $10 | $6,645-99.8% | $5,333-99.8% | $10,133-99.9% |