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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 | $40,291 | $86,940-53.7% | $102,434-60.7% | $80,935-50.2% |
| Participation rate | 56.6% | 72.4%-15.8pp | 76.5%-19.9pp | 67.7%-11.1pp |
| Annual return | 14.28% | 18.89%-4.6pp | 29.46%-15.2pp | 35.66%-21.4pp |
| Employer contribution / active EE | $1,997 | $2,370-15.7% | $3,023-33.9% | $2,757-27.5% |
| Participant deferral / active EE | $3,079 | $4,121-25.3% | $5,055-39.1% | $4,299-28.4% |
| Admin fee / account holder | $257 | $8,047-96.8% | $9,462-97.3% | $6,924-96.3% |