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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 | $63,954 | $65,367-2.2% | $92,915-31.2% | $72,976-12.4% |
| Participation rate | 17.0% | 68.3%-51.3pp | 76.0%-59.0pp | 69.5%-52.5pp |
| Annual return | 23.13% | 42.11%-19.0pp | 109.45%-86.3pp | 81.02%-57.9pp |
| Employer contribution / active EE | $695 | $2,594-73.2% | $3,653-81.0% | $2,440-71.5% |
| Participant deferral / active EE | $2,332 | $3,128-25.5% | $4,238-45.0% | $3,608-35.4% |
| Admin fee / account holder | $170 | $4,251-96.0% | $5,796-97.1% | $5,124-96.7% |