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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 | $48,778 | $135,956-64.1% | $123,894-60.6% | $273,972-82.2% |
| Participation rate | 47.1% | 84.1%-37.0pp | 81.4%-34.4pp | 83.0%-36.0pp |
| Annual return | 9.24% | 56.63%-47.4pp | 47.52%-38.3pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,493 | $5,170-71.1% | $4,617-67.7% | $4,869-69.3% |
| Participant deferral / active EE | $2,804 | $6,343-55.8% | $5,984-53.1% | $5,287-47.0% |
| Admin fee / account holder | $130 | $9,817-98.7% | $8,357-98.4% | $10,133-98.7% |