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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 | $58,997 | $90,486-34.8% | $78,676-25.0% | $273,972-78.5% |
| Participation rate | 41.7% | 76.5%-34.9pp | 73.6%-31.9pp | 83.0%-41.3pp |
| Annual return | 14.30% | 75.62%-61.3pp | 62.19%-47.9pp | 41.46%-27.2pp |
| Employer contribution / active EE | $810 | $3,175-74.5% | $2,850-71.6% | $4,869-83.4% |
| Participant deferral / active EE | $1,156 | $3,901-70.4% | $3,517-67.1% | $5,287-78.1% |
| Admin fee / account holder | $24 | $5,263-99.5% | $4,510-99.5% | $10,133-99.8% |