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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 | $48,214 | $36,948+30.5% | $73,658-34.5% | $87,485-44.9% |
| Participation rate | 19.6% | 46.8%-27.2pp | 57.0%-37.4pp | 68.9%-49.3pp |
| Annual return | 18.50% | 28.64%-10.1pp | 29.72%-11.2pp | 26.06%-7.6pp |
| Employer contribution / active EE | $262 | $670-60.9% | $1,032-74.6% | $2,596-89.9% |
| Participant deferral / active EE | $1,354 | $1,379-1.8% | $2,062-34.3% | $4,274-68.3% |
| Admin fee / account holder | $90 | $2,531-96.5% | $3,357-97.3% | $7,775-98.8% |