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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 | $18,525 | $99,345-81.4% | $84,753-78.1% | $273,972-93.2% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 55.97% | 22.93%+33.0pp | 22.78%+33.2pp | 41.46%+14.5pp |
| Employer contribution / active EE | $853 | $4,214-79.7% | $3,574-76.1% | $4,869-82.5% |
| Participant deferral / active EE | $1,132 | $4,270-73.5% | $3,712-69.5% | $5,287-78.6% |
| Admin fee / account holder | $206 | $6,645-96.9% | $5,333-96.1% | $10,133-98.0% |