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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 | $27,404 | $104,650-73.8% | $83,854-67.3% | $155,188-82.3% |
| Participation rate | 43.5% | 65.1%-21.6pp | 59.1%-15.6pp | 80.8%-37.3pp |
| Annual return | 17.04% | 28.97%-11.9pp | 31.39%-14.3pp | 148.84%-131.8pp |
| Employer contribution / active EE | $380 | $1,196-68.2% | $1,017-62.6% | $4,248-91.1% |
| Participant deferral / active EE | $1,048 | $2,367-55.7% | $2,035-48.5% | $6,531-84.0% |
| Admin fee / account holder | $32 | $3,518-99.1% | $3,197-99.0% | $14,480-99.8% |