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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 | $46,912 | $90,486-48.2% | $78,676-40.4% | $273,972-82.9% |
| Participation rate | 20.0% | 76.5%-56.5pp | 73.6%-53.6pp | 83.0%-63.0pp |
| Annual return | 10.74% | 75.62%-64.9pp | 62.19%-51.5pp | 41.46%-30.7pp |
| Employer contribution / active EE | $367 | $3,175-88.4% | $2,850-87.1% | $4,869-92.5% |
| Participant deferral / active EE | $2,658 | $3,901-31.9% | $3,517-24.4% | $5,287-49.7% |
| Admin fee / account holder | $210 | $5,263-96.0% | $4,510-95.3% | $10,133-97.9% |