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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 | $71,197-26.6% | $93,669-44.2% | $80,925-35.4% |
| Participation rate | 32.2% | 60.4%-28.2pp | 68.7%-36.5pp | 67.7%-35.5pp |
| Annual return | 11.03% | 11.27%-0.2pp | 133.59%-122.6pp | 35.65%-24.6pp |
| Employer contribution / active EE | $830 | $1,565-46.9% | $2,424-65.7% | $2,756-69.9% |
| Participant deferral / active EE | $1,275 | $4,036-68.4% | $4,416-71.1% | $4,299-70.3% |
| Admin fee / account holder | $218 | $6,959-96.9% | $8,291-97.4% | $6,940-96.9% |