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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 | $43,753 | $68,878-36.5% | $120,574-63.7% | $80,935-45.9% |
| Participation rate | 54.8% | 61.7%-6.8pp | 71.9%-17.1pp | 67.7%-12.8pp |
| Annual return | 14.54% | 23.67%-9.1pp | 107.42%-92.9pp | 35.66%-21.1pp |
| Employer contribution / active EE | $1,362 | $2,065-34.0% | $3,471-60.7% | $2,757-50.6% |
| Participant deferral / active EE | $2,794 | $3,189-12.4% | $4,996-44.1% | $4,299-35.0% |
| Admin fee / account holder | $253 | $5,782-95.6% | $9,445-97.3% | $6,924-96.3% |