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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 | $54,608 | $68,852-20.7% | $120,524-54.7% | $80,925-32.5% |
| Participation rate | 23.3% | 61.6%-38.3pp | 71.9%-48.6pp | 67.7%-44.3pp |
| Annual return | 12.53% | 23.67%-11.1pp | 107.36%-94.8pp | 35.65%-23.1pp |
| Employer contribution / active EE | $663 | $2,063-67.9% | $3,469-80.9% | $2,756-75.9% |
| Participant deferral / active EE | $3,728 | $3,187+17.0% | $4,994-25.3% | $4,299-13.3% |
| Admin fee / account holder | $145 | $5,781-97.5% | $9,440-98.5% | $6,940-97.9% |