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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 | $60,730 | $81,358-25.4% | $155,556-61.0% | $80,959-25.0% |
| Participation rate | 41.0% | 66.3%-25.3pp | 78.2%-37.2pp | 67.7%-26.7pp |
| Annual return | 10.92% | 33.39%-22.5pp | 64.84%-53.9pp | 35.67%-24.8pp |
| Employer contribution / active EE | $811 | $3,106-73.9% | $4,675-82.7% | $2,757-70.6% |
| Participant deferral / active EE | $1,159 | $3,455-66.5% | $5,631-79.4% | $4,300-73.0% |
| Admin fee / account holder | $133 | $7,994-98.3% | $15,885-99.2% | $6,925-98.1% |