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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 | $60,043 | $124,980-52.0% | $108,359-44.6% | $154,746-61.2% |
| Participation rate | 52.4% | 75.2%-22.8pp | 70.1%-17.7pp | 80.7%-28.3pp |
| Annual return | 18.04% | 45.00%-27.0pp | 36.89%-18.9pp | 172.34%-154.3pp |
| Employer contribution / active EE | $734 | $2,851-74.2% | $2,399-69.4% | $4,379-83.2% |
| Participant deferral / active EE | $1,513 | $4,743-68.1% | $4,137-63.4% | $6,730-77.5% |
| Admin fee / account holder | $3 | $11,502-100.0% | $9,741-100.0% | $14,365-100.0% |