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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 | $124,980-37.5% | $108,359-28.0% | $154,746-49.6% |
| Participation rate | 26.7% | 75.2%-48.5pp | 70.1%-43.5pp | 80.7%-54.0pp |
| Annual return | 18.95% | 45.00%-26.0pp | 36.89%-17.9pp | 172.34%-153.4pp |
| Employer contribution / active EE | $840 | $2,851-70.5% | $2,399-65.0% | $4,379-80.8% |
| Participant deferral / active EE | $1,824 | $4,743-61.5% | $4,137-55.9% | $6,730-72.9% |
| Admin fee / account holder | $182 | $11,502-98.4% | $9,741-98.1% | $14,365-98.7% |