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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 | $87,264 | $112,729-22.6% | $98,716-11.6% | $137,256-36.4% |
| Participation rate | 31.3% | 74.2%-43.0pp | 69.3%-38.0pp | 80.0%-48.7pp |
| Annual return | 20.93% | 38.48%-17.5pp | 31.81%-10.9pp | 220.34%-199.4pp |
| Employer contribution / active EE | $976 | $2,725-64.2% | $2,279-57.2% | $4,156-76.5% |
| Participant deferral / active EE | $1,805 | $4,640-61.1% | $4,048-55.4% | $6,407-71.8% |
| Admin fee / account holder | $20 | $10,129-99.8% | $8,703-99.8% | $12,270-99.8% |