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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 | $107,421-56.1% | $182,262-74.1% | $94,015-49.8% |
| Participation rate | 61.3% | 77.8%-16.5pp | 84.2%-22.9pp | 70.8%-9.5pp |
| Annual return | 24.19% | 21.32%+2.9pp | 140.60%-116.4pp | 17.84%+6.3pp |
| Employer contribution / active EE | $1,469 | $3,448-57.4% | $5,046-70.9% | $2,790-47.4% |
| Participant deferral / active EE | $3,337 | $6,558-49.1% | $8,276-59.7% | $4,249-21.5% |
| Admin fee / account holder | $12 | $8,692-99.9% | $16,712-99.9% | $8,951-99.9% |