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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 | $56,435 | $81,476-30.7% | $102,383-44.9% | $80,925-30.3% |
| Participation rate | 51.9% | 66.8%-15.0pp | 74.5%-22.7pp | 67.7%-15.8pp |
| Annual return | 28.09% | 25.59%+2.5pp | 24.94%+3.1pp | 35.65%-7.6pp |
| Employer contribution / active EE | $828 | $3,105-73.3% | $3,870-78.6% | $2,756-69.9% |
| Participant deferral / active EE | $2,499 | $3,871-35.4% | $5,060-50.6% | $4,299-41.9% |
| Admin fee / account holder | $79 | $6,717-98.8% | $8,391-99.1% | $6,940-98.9% |