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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 | $48,831 | $101,778-52.0% | $164,975-70.4% | $80,925-39.7% |
| Participation rate | 62.5% | 71.8%-9.3pp | 78.6%-16.1pp | 67.7%-5.2pp |
| Annual return | 12.69% | 16.73%-4.0pp | 70.12%-57.4pp | 35.65%-23.0pp |
| Employer contribution / active EE | $1,768 | $2,954-40.1% | $4,343-59.3% | $2,756-35.8% |
| Participant deferral / active EE | $3,824 | $4,477-14.6% | $6,033-36.6% | $4,299-11.0% |
| Admin fee / account holder | $118 | $8,221-98.6% | $12,688-99.1% | $6,940-98.3% |