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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 | $47,212 | $41,377+14.1% | $109,313-56.8% | $62,881-24.9% |
| Participation rate | 41.9% | 57.5%-15.6pp | 71.3%-29.3pp | 69.3%-27.4pp |
| Annual return | 8.82% | 11.05%-2.2pp | 22.07%-13.2pp | 20.14%-11.3pp |
| Employer contribution / active EE | $1,199 | $1,276-6.0% | $3,892-69.2% | $2,281-47.4% |
| Participant deferral / active EE | $1,870 | $2,045-8.5% | $3,166-40.9% | $3,203-41.6% |
| Admin fee / account holder | $10 | $2,884-99.7% | $5,666-99.8% | $4,296-99.8% |