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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 | $34,227 | $124,980-72.6% | $108,359-68.4% | $154,746-77.9% |
| Participation rate | 30.0% | 75.2%-45.2pp | 70.1%-40.1pp | 80.7%-50.7pp |
| Annual return | 19.39% | 45.00%-25.6pp | 36.89%-17.5pp | 172.34%-152.9pp |
| Employer contribution / active EE | $756 | $2,851-73.5% | $2,399-68.5% | $4,379-82.7% |
| Participant deferral / active EE | $1,281 | $4,743-73.0% | $4,137-69.0% | $6,730-81.0% |
| Admin fee / account holder | $26 | $11,502-99.8% | $9,741-99.7% | $14,365-99.8% |