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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 | $52,287 | $71,230-26.6% | $93,727-44.2% | $80,959-35.4% |
| Participation rate | 32.2% | 60.4%-28.2pp | 68.7%-36.5pp | 67.7%-35.5pp |
| Annual return | 11.03% | 11.26%-0.2pp | 133.83%-122.8pp | 35.67%-24.6pp |
| Employer contribution / active EE | $830 | $1,565-47.0% | $2,421-65.7% | $2,757-69.9% |
| Participant deferral / active EE | $1,275 | $4,037-68.4% | $4,417-71.1% | $4,300-70.3% |
| Admin fee / account holder | $218 | $6,961-96.9% | $8,292-97.4% | $6,925-96.8% |