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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 | $32,415 | $83,337-61.1% | $67,834-52.2% | $273,972-88.2% |
| Participation rate | 45.0% | 76.4%-31.4pp | 68.8%-23.8pp | 83.0%-38.0pp |
| Annual return | 6.16% | 259.45%-253.3pp | 138.47%-132.3pp | 41.46%-35.3pp |
| Employer contribution / active EE | $945 | $3,287-71.2% | $2,403-60.7% | $4,869-80.6% |
| Participant deferral / active EE | $1,313 | $4,088-67.9% | $3,160-58.4% | $5,287-75.2% |
| Admin fee / account holder | $17 | $6,752-99.8% | $4,622-99.6% | $10,133-99.8% |