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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 | $43,075 | $117,904-63.5% | $102,457-58.0% | $145,978-70.5% |
| Participation rate | 54.5% | 78.6%-24.1pp | 76.5%-21.9pp | 80.3%-25.7pp |
| Annual return | 10.56% | 31.80%-21.2pp | 29.41%-18.8pp | 550.52%-540.0pp |
| Employer contribution / active EE | $986 | $3,613-72.7% | $3,022-67.4% | $4,662-78.9% |
| Participant deferral / active EE | $2,587 | $5,733-54.9% | $5,054-48.8% | $6,690-61.3% |
| Admin fee / account holder | $98 | $13,329-99.3% | $9,451-99.0% | $13,400-99.3% |