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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 | $24,812 | $215,361-88.5% | $171,082-85.5% | $273,972-90.9% |
| Participation rate | 60.0% | 82.0%-22.0pp | 76.7%-16.7pp | 83.0%-23.0pp |
| Annual return | 0.00% | 25.14%-25.1pp | 32.56%-32.6pp | 41.46%-41.5pp |
| Employer contribution / active EE | $568 | $4,967-88.6% | $4,002-85.8% | $4,869-88.3% |
| Participant deferral / active EE | $833 | $5,543-85.0% | $4,797-82.6% | $5,287-84.3% |
| Admin fee / account holder | $160 | $10,846-98.5% | $8,520-98.1% | $10,133-98.4% |