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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 | $49,978 | $153,769-67.5% | $133,975-62.7% | $273,972-81.8% |
| Participation rate | 55.6% | 88.4%-32.8pp | 87.1%-31.5pp | 83.0%-27.5pp |
| Annual return | 11.33% | 36.51%-25.2pp | 29.29%-18.0pp | 41.46%-30.1pp |
| Employer contribution / active EE | $1,564 | $6,029-74.0% | $5,211-70.0% | $4,869-67.9% |
| Participant deferral / active EE | $3,331 | $6,958-52.1% | $6,282-47.0% | $5,287-37.0% |
| Admin fee / account holder | $5 | $11,765-100.0% | $9,324-99.9% | $10,133-100.0% |