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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 | $49,870 | $135,956-63.3% | $123,894-59.7% | $273,972-81.8% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 8.64% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $1,970 | $5,170-61.9% | $4,617-57.3% | $4,869-59.5% |
| Participant deferral / active EE | $5,763 | $6,343-9.1% | $5,984-3.7% | $5,287+9.0% |
| Admin fee / account holder | $37 | $9,817-99.6% | $8,357-99.6% | $10,133-99.6% |