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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 | $52,592 | $58,828-10.6% | $78,002-32.6% | $62,881-16.4% |
| Participation rate | 21.4% | 71.1%-49.6pp | 75.5%-54.1pp | 69.3%-47.9pp |
| Annual return | 6.54% | 17.16%-10.6pp | 425.99%-419.4pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,306 | $1,672-21.9% | $2,470-47.1% | $2,281-42.8% |
| Participant deferral / active EE | $1,563 | $2,686-41.8% | $3,497-55.3% | $3,203-51.2% |
| Admin fee / account holder | $209 | $4,393-95.3% | $5,481-96.2% | $4,296-95.1% |