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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 | $106,524-55.7% | $152,301-69.0% | $87,485-46.1% |
| Participation rate | 61.3% | 75.8%-14.5pp | 82.4%-21.2pp | 68.9%-7.6pp |
| Annual return | 24.19% | 26.89%-2.7pp | 80.50%-56.3pp | 26.06%-1.9pp |
| Employer contribution / active EE | $1,469 | $3,371-56.4% | $4,624-68.2% | $2,596-43.4% |
| Participant deferral / active EE | $3,337 | $6,525-48.9% | $8,004-58.3% | $4,274-21.9% |
| Admin fee / account holder | $12 | $8,287-99.9% | $14,398-99.9% | $7,775-99.9% |