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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 | $44,021 | $106,524-58.7% | $152,301-71.1% | $87,485-49.7% |
| Participation rate | 43.2% | 75.8%-32.5pp | 82.4%-39.2pp | 68.9%-25.7pp |
| Annual return | 19.10% | 26.89%-7.8pp | 80.50%-61.4pp | 26.06%-7.0pp |
| Employer contribution / active EE | $1,314 | $3,371-61.0% | $4,624-71.6% | $2,596-49.4% |
| Participant deferral / active EE | $2,758 | $6,525-57.7% | $8,004-65.5% | $4,274-35.5% |
| Admin fee / account holder | $158 | $8,287-98.1% | $14,398-98.9% | $7,775-98.0% |