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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 | $54,217 | $104,251-48.0% | $91,004-40.4% | $147,586-63.3% |
| Participation rate | 65.0% | 78.2%-13.2pp | 75.6%-10.6pp | 82.8%-17.8pp |
| Annual return | 17.54% | 27.06%-9.5pp | 4.60%+12.9pp | 578.59%-561.1pp |
| Employer contribution / active EE | $559 | $3,116-82.0% | $2,456-77.2% | $4,876-88.5% |
| Participant deferral / active EE | $1,197 | $4,195-71.5% | $3,548-66.3% | $5,439-78.0% |
| Admin fee / account holder | $197 | $8,948-97.8% | $5,417-96.4% | $10,886-98.2% |