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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 | $18,620 | $78,690-76.3% | $161,489-88.5% | $87,485-78.7% |
| Participation rate | 50.0% | 67.5%-17.5pp | 78.7%-28.7pp | 68.9%-18.9pp |
| Annual return | 20.65% | 32.74%-12.1pp | 89.72%-69.1pp | 26.06%-5.4pp |
| Employer contribution / active EE | $867 | $2,588-66.5% | $4,268-79.7% | $2,596-66.6% |
| Participant deferral / active EE | $3,042 | $3,311-8.1% | $5,630-46.0% | $4,274-28.8% |
| Admin fee / account holder | $265 | $6,724-96.1% | $16,006-98.3% | $7,775-96.6% |