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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 | $75,935 | $91,198-16.7% | $178,503-57.5% | $79,856-4.9% |
| Participation rate | 45.5% | 69.2%-23.8pp | 81.9%-36.5pp | 69.6%-24.2pp |
| Annual return | 20.54% | 24.20%-3.7pp | 151.12%-130.6pp | 31.71%-11.2pp |
| Employer contribution / active EE | $986 | $3,257-69.7% | $5,011-80.3% | $2,471-60.1% |
| Participant deferral / active EE | $1,832 | $3,237-43.4% | $5,202-64.8% | $3,741-51.0% |
| Admin fee / account holder | $254 | $6,748-96.2% | $13,987-98.2% | $5,306-95.2% |