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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 | $40,564 | $93,064-56.4% | $74,577-45.6% | $273,972-85.2% |
| Participation rate | 50.0% | 74.9%-24.9pp | 68.1%-18.1pp | 83.0%-33.0pp |
| Annual return | 13.50% | 26.18%-12.7pp | 20.47%-7.0pp | 41.46%-28.0pp |
| Employer contribution / active EE | $1,961 | $3,160-37.9% | $2,525-22.3% | $4,869-59.7% |
| Participant deferral / active EE | $7,090 | $4,160+70.4% | $3,458+105.0% | $5,287+34.1% |
| Admin fee / account holder | $163 | $5,273-96.9% | $4,138-96.1% | $10,133-98.4% |