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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 | $57,377 | $65,361-12.2% | $92,903-38.2% | $72,983-21.4% |
| Participation rate | 45.3% | 68.3%-23.0pp | 76.0%-30.7pp | 69.5%-24.2pp |
| Annual return | 22.38% | 42.11%-19.7pp | 109.43%-87.1pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,061 | $2,594-59.1% | $3,653-71.0% | $2,440-56.5% |
| Participant deferral / active EE | $1,989 | $3,128-36.4% | $4,238-53.1% | $3,608-44.9% |
| Admin fee / account holder | $24 | $4,251-99.4% | $5,795-99.6% | $5,124-99.5% |