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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 | $45,887 | $71,208-35.6% | $93,681-51.0% | $80,911-43.3% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.6%-17.6pp |
| Annual return | 16.62% | 11.27%+5.3pp | 133.47%-116.9pp | 35.63%-19.0pp |
| Employer contribution / active EE | $1,550 | $1,564-0.9% | $2,422-36.0% | $2,756-43.7% |
| Participant deferral / active EE | $2,827 | $4,035-29.9% | $4,415-36.0% | $4,297-34.2% |
| Admin fee / account holder | $198 | $6,951-97.2% | $8,290-97.6% | $6,935-97.1% |