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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 | $25,904 | $57,590-55.0% | $86,233-70.0% | $82,448-68.6% |
| Participation rate | 24.0% | 57.9%-33.9pp | 69.0%-45.0pp | 68.1%-44.1pp |
| Annual return | 19.14% | 22.41%-3.3pp | 61.39%-42.2pp | 41.64%-22.5pp |
| Employer contribution / active EE | $821 | $1,655-50.4% | $2,504-67.2% | $2,551-67.8% |
| Participant deferral / active EE | $1,000 | $3,080-67.5% | $4,559-78.1% | $4,139-75.8% |
| Admin fee / account holder | $18 | $4,730-99.6% | $8,342-99.8% | $7,234-99.7% |