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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 | $45,457 | $45,050+0.9% | $63,018-27.9% | $70,126-35.2% |
| Participation rate | 60.0% | 69.5%-9.5pp | 74.8%-14.8pp | 69.5%-9.5pp |
| Annual return | 19.25% | 18.76%+0.5pp | 87.62%-68.4pp | 73.15%-53.9pp |
| Employer contribution / active EE | $381 | $2,052-81.4% | $2,761-86.2% | $2,343-83.7% |
| Participant deferral / active EE | $2,452 | $2,466-0.6% | $3,330-26.4% | $3,332-26.4% |
| Admin fee / account holder | $3 | $2,834-99.9% | $3,601-99.9% | $4,645-99.9% |