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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 | $78,068 | $112,729-30.7% | $98,716-20.9% | $137,256-43.1% |
| Participation rate | 26.7% | 74.2%-47.6pp | 69.3%-42.6pp | 80.0%-53.3pp |
| Annual return | 18.95% | 38.48%-19.5pp | 31.81%-12.9pp | 220.34%-201.4pp |
| Employer contribution / active EE | $840 | $2,725-69.2% | $2,279-63.1% | $4,156-79.8% |
| Participant deferral / active EE | $1,824 | $4,640-60.7% | $4,048-54.9% | $6,407-71.5% |
| Admin fee / account holder | $182 | $10,129-98.2% | $8,703-97.9% | $12,270-98.5% |