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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 | $74,621 | $108,212-31.0% | $77,513-3.7% | $158,966-53.1% |
| Participation rate | 33.3% | 64.4%-31.1pp | 54.2%-20.9pp | 82.0%-48.6pp |
| Annual return | 21.70% | 31.67%-10.0pp | 54.81%-33.1pp | 302.95%-281.3pp |
| Employer contribution / active EE | $453 | $1,325-65.8% | $987-54.0% | $4,762-90.5% |
| Participant deferral / active EE | $2,316 | $2,455-5.7% | $1,861+24.5% | $5,983-61.3% |
| Admin fee / account holder | $192 | $3,709-94.8% | $2,859-93.3% | $11,250-98.3% |