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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 | $78,731 | $98,240-19.9% | $82,312-4.3% | $147,586-46.7% |
| Participation rate | 55.6% | 79.7%-24.2pp | 76.9%-21.3pp | 82.8%-27.3pp |
| Annual return | 13.62% | 30.85%-17.2pp | 25.88%-12.3pp | 578.59%-565.0pp |
| Employer contribution / active EE | $838 | $3,192-73.7% | $2,428-65.5% | $4,876-82.8% |
| Participant deferral / active EE | $1,954 | $4,383-55.4% | $3,706-47.3% | $5,439-64.1% |
| Admin fee / account holder | $3 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |