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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 | $71,158 | $87,166-18.4% | $76,735-7.3% | $137,256-48.2% |
| Participation rate | 30.0% | 74.4%-44.4pp | 69.5%-39.5pp | 80.0%-50.0pp |
| Annual return | 16.91% | 26.50%-9.6pp | 29.77%-12.9pp | 220.34%-203.4pp |
| Employer contribution / active EE | $496 | $2,904-82.9% | $2,454-79.8% | $4,156-88.1% |
| Participant deferral / active EE | $1,125 | $4,726-76.2% | $4,088-72.5% | $6,407-82.4% |
| Admin fee / account holder | $80 | $8,403-99.1% | $7,189-98.9% | $12,270-99.4% |