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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 | $47,806 | $140,592-66.0% | $123,106-61.2% | $125,388-61.9% |
| Participation rate | 47.6% | 88.2%-40.6pp | 86.8%-39.2pp | 83.2%-35.6pp |
| Annual return | 1.71% | 16.80%-15.1pp | 13.22%-11.5pp | 282.24%-280.5pp |
| Employer contribution / active EE | $1,272 | $6,041-78.9% | $5,151-75.3% | $4,866-73.9% |
| Participant deferral / active EE | $2,676 | $6,980-61.7% | $6,229-57.0% | $5,352-50.0% |
| Admin fee / account holder | $125 | $11,198-98.9% | $9,015-98.6% | $9,541-98.7% |