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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 | $61,914 | $98,240-37.0% | $82,312-24.8% | $147,586-58.0% |
| Participation rate | 68.8% | 79.7%-11.0pp | 76.9%-8.1pp | 82.8%-14.1pp |
| Annual return | 15.61% | 30.85%-15.2pp | 25.88%-10.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $930 | $3,192-70.9% | $2,428-61.7% | $4,876-80.9% |
| Participant deferral / active EE | $2,027 | $4,383-53.8% | $3,706-45.3% | $5,439-62.7% |
| Admin fee / account holder | $152 | $8,563-98.2% | $5,608-97.3% | $10,886-98.6% |