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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 | $31,599 | $149,679-78.9% | $117,039-73.0% | $147,585-78.6% |
| Participation rate | 56.3% | 83.5%-27.2pp | 77.2%-20.9pp | 82.8%-26.6pp |
| Annual return | 18.78% | 19.31%-0.5pp | 18.95%-0.2pp | 578.58%-559.8pp |
| Employer contribution / active EE | $896 | $4,937-81.8% | $3,785-76.3% | $4,876-81.6% |
| Participant deferral / active EE | $2,980 | $4,912-39.3% | $3,929-24.2% | $5,439-45.2% |
| Admin fee / account holder | $269 | $7,856-96.6% | $5,974-95.5% | $10,886-97.5% |