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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 | $100,889 | $153,311-34.2% | $109,313-7.7% | $273,972-63.2% |
| Participation rate | 18.2% | 80.1%-61.9pp | 71.3%-53.1pp | 83.0%-64.8pp |
| Annual return | 2.68% | 29.86%-27.2pp | 22.07%-19.4pp | 41.46%-38.8pp |
| Employer contribution / active EE | $750 | $5,619-86.7% | $3,892-80.7% | $4,869-84.6% |
| Participant deferral / active EE | $1,665 | $3,932-57.7% | $3,166-47.4% | $5,287-68.5% |
| Admin fee / account holder | $56 | $8,076-99.3% | $5,666-99.0% | $10,133-99.5% |