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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 | $111,692 | $124,425-10.2% | $112,040-0.3% | $137,256-18.6% |
| Participation rate | 36.4% | 79.3%-42.9pp | 76.5%-40.1pp | 80.0%-43.6pp |
| Annual return | 13.58% | 24.72%-11.1pp | 24.52%-10.9pp | 220.34%-206.8pp |
| Employer contribution / active EE | $813 | $3,411-76.2% | $2,954-72.5% | $4,156-80.4% |
| Participant deferral / active EE | $2,048 | $5,718-64.2% | $5,098-59.8% | $6,407-68.0% |
| Admin fee / account holder | $12 | $15,207-99.9% | $12,098-99.9% | $12,270-99.9% |