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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 | $72,538 | $81,208-10.7% | $98,920-26.7% | $79,852-9.2% |
| Participation rate | 47.9% | 72.5%-24.6pp | 76.0%-28.2pp | 69.6%-21.8pp |
| Annual return | 20.84% | 60.99%-40.2pp | 196.47%-175.6pp | 31.72%-10.9pp |
| Employer contribution / active EE | $482 | $1,960-75.4% | $2,689-82.1% | $2,471-80.5% |
| Participant deferral / active EE | $1,926 | $3,265-41.0% | $4,245-54.6% | $3,740-48.5% |
| Admin fee / account holder | $224 | $6,013-96.3% | $6,643-96.6% | $5,306-95.8% |