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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 | $60,745 | $106,247-42.8% | $96,515-37.1% | $139,466-56.4% |
| Participation rate | 38.1% | 77.8%-39.7pp | 74.3%-36.3pp | 80.3%-42.2pp |
| Annual return | 17.16% | 38.47%-21.3pp | 35.73%-18.6pp | 373.66%-356.5pp |
| Employer contribution / active EE | $881 | $4,106-78.5% | $3,740-76.4% | $4,754-81.5% |
| Participant deferral / active EE | $2,493 | $5,456-54.3% | $4,880-48.9% | $6,712-62.9% |
| Admin fee / account holder | $24 | $7,885-99.7% | $6,735-99.6% | $11,409-99.8% |