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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 | $81,276-25.3% | $155,574-61.0% | $80,925-25.0% |
| Participation rate | 41.0% | 66.2%-25.3pp | 78.2%-37.2pp | 67.7%-26.7pp |
| Annual return | 10.92% | 33.36%-22.4pp | 64.87%-53.9pp | 35.65%-24.7pp |
| Employer contribution / active EE | $811 | $3,103-73.9% | $4,676-82.7% | $2,756-70.6% |
| Participant deferral / active EE | $1,159 | $3,453-66.4% | $5,629-79.4% | $4,299-73.0% |
| Admin fee / account holder | $133 | $7,993-98.3% | $15,914-99.2% | $6,940-98.1% |