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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 | $32,502 | $81,504-60.1% | $102,437-68.3% | $80,959-59.9% |
| Participation rate | 44.0% | 66.9%-22.9pp | 74.5%-30.5pp | 67.7%-23.7pp |
| Annual return | 12.13% | 25.60%-13.5pp | 24.95%-12.8pp | 35.67%-23.5pp |
| Employer contribution / active EE | $1,626 | $3,104-47.6% | $3,871-58.0% | $2,757-41.0% |
| Participant deferral / active EE | $2,872 | $3,871-25.8% | $5,060-43.2% | $4,300-33.2% |
| Admin fee / account holder | $50 | $6,719-99.3% | $8,388-99.4% | $6,925-99.3% |