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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 | $30,316 | $118,496-74.4% | $98,461-69.2% | $139,466-78.3% |
| Participation rate | 41.7% | 77.5%-35.8pp | 75.2%-33.5pp | 80.3%-38.7pp |
| Annual return | 15.92% | 18.96%-3.0pp | 21.17%-5.2pp | 373.66%-357.7pp |
| Employer contribution / active EE | $902 | $3,611-75.0% | $3,049-70.4% | $4,754-81.0% |
| Participant deferral / active EE | $2,343 | $5,393-56.6% | $4,738-50.6% | $6,712-65.1% |
| Admin fee / account holder | $220 | $14,056-98.4% | $8,961-97.5% | $11,409-98.1% |