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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 | $43,795 | $69,590-37.1% | $136,867-68.0% | $94,015-53.4% |
| Participation rate | 51.3% | 66.3%-15.0pp | 74.5%-23.3pp | 70.8%-19.5pp |
| Annual return | 11.01% | 19.62%-8.6pp | 42.97%-32.0pp | 17.84%-6.8pp |
| Employer contribution / active EE | $666 | $2,396-72.2% | $3,547-81.2% | $2,790-76.1% |
| Participant deferral / active EE | $1,344 | $3,437-60.9% | $4,924-72.7% | $4,249-68.4% |
| Admin fee / account holder | $90 | $8,912-99.0% | $10,340-99.1% | $8,951-99.0% |