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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 | $36,661 | $52,580-30.3% | $71,671-48.8% | $70,126-47.7% |
| Participation rate | 52.5% | 60.9%-8.4pp | 68.7%-16.2pp | 69.5%-17.0pp |
| Annual return | 15.83% | 20.25%-4.4pp | 20.65%-4.8pp | 73.15%-57.3pp |
| Employer contribution / active EE | $994 | $1,616-38.5% | $2,460-59.6% | $2,343-57.6% |
| Participant deferral / active EE | $1,512 | $2,386-36.6% | $3,438-56.0% | $3,332-54.6% |
| Admin fee / account holder | $111 | $3,653-97.0% | $5,558-98.0% | $4,645-97.6% |