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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 | $60,890 | $84,236-27.7% | $170,435-64.3% | $70,126-13.2% |
| Participation rate | 42.9% | 70.8%-28.0pp | 83.6%-40.7pp | 69.5%-26.7pp |
| Annual return | 17.83% | 23.06%-5.2pp | 205.94%-188.1pp | 73.15%-55.3pp |
| Employer contribution / active EE | $925 | $3,387-72.7% | $5,432-83.0% | $2,343-60.5% |
| Participant deferral / active EE | $2,611 | $3,086-15.4% | $4,939-47.1% | $3,332-21.6% |
| Admin fee / account holder | $39 | $5,698-99.3% | $13,881-99.7% | $4,645-99.2% |