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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 | $112,729-46.7% | $98,716-39.2% | $137,256-56.3% |
| Participation rate | 52.4% | 74.2%-21.8pp | 69.3%-16.9pp | 80.0%-27.6pp |
| Annual return | 18.04% | 38.48%-20.4pp | 31.81%-13.8pp | 220.34%-202.3pp |
| Employer contribution / active EE | $734 | $2,725-73.0% | $2,279-67.8% | $4,156-82.3% |
| Participant deferral / active EE | $1,513 | $4,640-67.4% | $4,048-62.6% | $6,407-76.4% |
| Admin fee / account holder | $3 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |