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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 | $70,293 | $124,330-43.5% | $109,173-35.6% | $167,536-58.0% |
| Participation rate | 36.4% | 79.5%-43.1pp | 75.9%-39.5pp | 82.1%-45.7pp |
| Annual return | 12.13% | 26.04%-13.9pp | 25.75%-13.6pp | 478.82%-466.7pp |
| Employer contribution / active EE | $982 | $4,209-76.7% | $3,723-73.6% | $4,839-79.7% |
| Participant deferral / active EE | $4,267 | $5,256-18.8% | $4,654-8.3% | $6,342-32.7% |
| Admin fee / account holder | $99 | $7,974-98.8% | $6,755-98.5% | $12,315-99.2% |