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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 | $42,697 | $90,400-52.8% | $186,193-77.1% | $87,485-51.2% |
| Participation rate | 31.3% | 66.2%-34.9pp | 77.1%-45.9pp | 68.9%-37.7pp |
| Annual return | 20.06% | 22.15%-2.1pp | 78.03%-58.0pp | 26.06%-6.0pp |
| Employer contribution / active EE | $940 | $2,170-56.7% | $3,918-76.0% | $2,596-63.8% |
| Participant deferral / active EE | $2,603 | $4,330-39.9% | $6,513-60.0% | $4,274-39.1% |
| Admin fee / account holder | $23 | $8,673-99.7% | $11,058-99.8% | $7,775-99.7% |