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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 | $41,128 | $72,273-43.1% | $101,275-59.4% | $79,856-48.5% |
| Participation rate | 50.0% | 68.5%-18.5pp | 75.8%-25.8pp | 69.6%-19.6pp |
| Annual return | 17.91% | 22.30%-4.4pp | 46.48%-28.6pp | 31.71%-13.8pp |
| Employer contribution / active EE | $1,407 | $2,691-47.7% | $3,660-61.5% | $2,471-43.0% |
| Participant deferral / active EE | $2,619 | $3,282-20.2% | $4,371-40.1% | $3,741-30.0% |
| Admin fee / account holder | $171 | $4,401-96.1% | $5,948-97.1% | $5,306-96.8% |