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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 | $65,971 | $81,457-19.0% | $103,378-36.2% | $80,911-18.5% |
| Participation rate | 22.0% | 66.8%-44.8pp | 74.5%-52.5pp | 67.6%-45.6pp |
| Annual return | 13.12% | 25.58%-12.5pp | 24.91%-11.8pp | 35.63%-22.5pp |
| Employer contribution / active EE | $850 | $3,107-72.7% | $3,870-78.0% | $2,756-69.2% |
| Participant deferral / active EE | $1,862 | $3,871-51.9% | $5,058-63.2% | $4,297-56.7% |
| Admin fee / account holder | $70 | $6,717-99.0% | $8,401-99.2% | $6,935-99.0% |