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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 | $54,751 | $94,031-41.8% | $115,768-52.7% | $82,448-33.6% |
| Participation rate | 14.8% | 70.4%-55.6pp | 74.4%-59.6pp | 68.1%-53.3pp |
| Annual return | 24.40% | 20.61%+3.8pp | 100.46%-76.1pp | 41.64%-17.2pp |
| Employer contribution / active EE | $1,161 | $2,323-50.0% | $2,940-60.5% | $2,551-54.5% |
| Participant deferral / active EE | $2,990 | $3,972-24.7% | $4,917-39.2% | $4,139-27.8% |
| Admin fee / account holder | $300 | $10,249-97.1% | $12,439-97.6% | $7,234-95.9% |