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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 | $51,094 | $162,967-68.6% | $135,792-62.4% | $138,895-63.2% |
| Participation rate | 47.6% | 78.3%-30.7pp | 72.6%-25.0pp | 79.9%-32.3pp |
| Annual return | 18.38% | 30.08%-11.7pp | 25.96%-7.6pp | 145.39%-127.0pp |
| Employer contribution / active EE | $978 | $4,211-76.8% | $3,496-72.0% | $4,194-76.7% |
| Participant deferral / active EE | $3,546 | $5,640-37.1% | $4,759-25.5% | $6,396-44.6% |
| Admin fee / account holder | $19 | $15,306-99.9% | $12,266-99.8% | $12,562-99.9% |