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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 | $62,076 | $106,864-41.9% | $147,318-57.9% | $82,637-24.9% |
| Participation rate | 28.0% | 75.5%-47.5pp | 82.1%-54.1pp | 68.1%-40.1pp |
| Annual return | 23.50% | 27.49%-4.0pp | 70.43%-46.9pp | 53.51%-30.0pp |
| Employer contribution / active EE | $903 | $3,417-73.6% | $4,593-80.3% | $2,552-64.6% |
| Participant deferral / active EE | $3,216 | $6,496-50.5% | $7,906-59.3% | $4,126-22.1% |
| Admin fee / account holder | $17 | $8,415-99.8% | $13,708-99.9% | $7,339-99.8% |