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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 | $70,543 | $110,278-36.0% | $95,740-26.3% | $139,466-49.4% |
| Participation rate | 33.3% | 75.7%-42.4pp | 72.3%-38.9pp | 80.3%-47.0pp |
| Annual return | 15.83% | 27.19%-11.4pp | 28.41%-12.6pp | 373.66%-357.8pp |
| Employer contribution / active EE | $816 | $3,260-75.0% | $2,836-71.2% | $4,754-82.8% |
| Participant deferral / active EE | $3,609 | $4,674-22.8% | $4,244-15.0% | $6,712-46.2% |
| Admin fee / account holder | $57 | $6,613-99.1% | $5,676-99.0% | $11,409-99.5% |