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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 | $24,960 | $135,956-81.6% | $123,894-79.9% | $273,972-90.9% |
| Participation rate | 42.9% | 84.1%-41.2pp | 81.4%-38.6pp | 83.0%-40.2pp |
| Annual return | 11.99% | 56.63%-44.6pp | 47.52%-35.5pp | 41.46%-29.5pp |
| Employer contribution / active EE | $879 | $5,170-83.0% | $4,617-81.0% | $4,869-81.9% |
| Participant deferral / active EE | $3,136 | $6,343-50.6% | $5,984-47.6% | $5,287-40.7% |
| Admin fee / account holder | $16 | $9,817-99.8% | $8,357-99.8% | $10,133-99.8% |