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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 | $48,000 | $81,331-41.0% | $155,534-69.1% | $80,935-40.7% |
| Participation rate | 34.8% | 66.3%-31.5pp | 78.2%-43.4pp | 67.7%-32.9pp |
| Annual return | 16.44% | 33.37%-16.9pp | 64.92%-48.5pp | 35.66%-19.2pp |
| Employer contribution / active EE | $1,084 | $3,105-65.1% | $4,675-76.8% | $2,757-60.7% |
| Participant deferral / active EE | $2,891 | $3,454-16.3% | $5,630-48.7% | $4,299-32.8% |
| Admin fee / account holder | $117 | $7,999-98.5% | $15,900-99.3% | $6,924-98.3% |