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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 | $51,271 | $47,848+7.2% | $81,473-37.1% | $70,126-26.9% |
| Participation rate | 19.4% | 58.3%-38.9pp | 68.0%-48.6pp | 69.5%-50.2pp |
| Annual return | 17.47% | 27.25%-9.8pp | 38.78%-21.3pp | 73.15%-55.7pp |
| Employer contribution / active EE | $467 | $1,527-69.4% | $2,568-81.8% | $2,343-80.0% |
| Participant deferral / active EE | $1,723 | $2,453-29.8% | $3,537-51.3% | $3,332-48.3% |
| Admin fee / account holder | $48 | $3,145-98.5% | $4,561-98.9% | $4,645-99.0% |