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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 | $29,676 | $124,425-76.1% | $112,040-73.5% | $137,256-78.4% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 13.34% | 24.72%-11.4pp | 24.52%-11.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $832 | $3,411-75.6% | $2,954-71.9% | $4,156-80.0% |
| Participant deferral / active EE | $4,158 | $5,718-27.3% | $5,098-18.4% | $6,407-35.1% |
| Admin fee / account holder | $37 | $15,207-99.8% | $12,098-99.7% | $12,270-99.7% |