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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 | $46,157 | $106,280-56.6% | $96,538-52.2% | $139,487-66.9% |
| Participation rate | 52.4% | 77.8%-25.5pp | 74.3%-22.0pp | 80.3%-28.0pp |
| Annual return | 18.64% | 38.48%-19.8pp | 35.74%-17.1pp | 373.84%-355.2pp |
| Employer contribution / active EE | $1,564 | $4,107-61.9% | $3,740-58.2% | $4,755-67.1% |
| Participant deferral / active EE | $2,214 | $5,457-59.4% | $4,880-54.6% | $6,713-67.0% |
| Admin fee / account holder | $23 | $7,888-99.7% | $6,737-99.7% | $11,407-99.8% |