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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 | $60,492 | $107,733-43.8% | $92,985-34.9% | $154,746-60.9% |
| Participation rate | 30.8% | 74.6%-43.8pp | 69.5%-38.7pp | 80.7%-49.9pp |
| Annual return | 22.03% | 30.39%-8.4pp | 27.99%-6.0pp | 172.34%-150.3pp |
| Employer contribution / active EE | $849 | $3,126-72.8% | $2,662-68.1% | $4,379-80.6% |
| Participant deferral / active EE | $3,327 | $5,053-34.2% | $4,377-24.0% | $6,730-50.6% |
| Admin fee / account holder | $18 | $11,369-99.8% | $9,463-99.8% | $14,365-99.9% |