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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 | $47,165 | $106,749-55.8% | $145,433-67.6% | $82,448-42.8% |
| Participation rate | 61.3% | 75.6%-14.4pp | 82.1%-20.8pp | 68.1%-6.8pp |
| Annual return | 24.19% | 27.59%-3.4pp | 66.58%-42.4pp | 41.64%-17.4pp |
| Employer contribution / active EE | $1,469 | $3,444-57.4% | $4,554-67.7% | $2,551-42.4% |
| Participant deferral / active EE | $3,337 | $6,519-48.8% | $7,897-57.8% | $4,139-19.4% |
| Admin fee / account holder | $12 | $8,390-99.9% | $13,129-99.9% | $7,234-99.8% |