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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 | $46,612 | $107,666-56.7% | $102,184-54.4% | $154,746-69.9% |
| Participation rate | 50.0% | 83.7%-33.7pp | 82.6%-32.6pp | 80.7%-30.7pp |
| Annual return | 16.68% | 29.33%-12.7pp | 31.58%-14.9pp | 172.34%-155.7pp |
| Employer contribution / active EE | $2,874 | $3,846-25.3% | $3,594-20.0% | $4,379-34.4% |
| Participant deferral / active EE | $2,874 | $8,719-67.0% | $8,309-65.4% | $6,730-57.3% |
| Admin fee / account holder | $116 | $12,943-99.1% | $11,609-99.0% | $14,365-99.2% |