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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 | $54,544 | $81,358-33.0% | $155,556-64.9% | $80,959-32.6% |
| Participation rate | 46.7% | 66.3%-19.6pp | 78.2%-31.6pp | 67.7%-21.0pp |
| Annual return | 13.97% | 33.39%-19.4pp | 64.84%-50.9pp | 35.67%-21.7pp |
| Employer contribution / active EE | $539 | $3,106-82.6% | $4,675-88.5% | $2,757-80.5% |
| Participant deferral / active EE | $2,919 | $3,455-15.5% | $5,631-48.2% | $4,300-32.1% |
| Admin fee / account holder | $293 | $7,994-96.3% | $15,885-98.2% | $6,925-95.8% |