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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 | $115,225-47.9% | $100,712-40.4% | $138,895-56.8% |
| Participation rate | 52.4% | 74.3%-22.0pp | 69.3%-16.9pp | 79.9%-27.5pp |
| Annual return | 18.04% | 40.35%-22.3pp | 33.27%-15.2pp | 145.39%-127.4pp |
| Employer contribution / active EE | $734 | $2,771-73.5% | $2,313-68.2% | $4,194-82.5% |
| Participant deferral / active EE | $1,513 | $4,699-67.8% | $4,085-63.0% | $6,396-76.3% |
| Admin fee / account holder | $3 | $10,844-100.0% | $9,256-100.0% | $12,562-100.0% |