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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 | $38,954 | $107,809-63.9% | $97,032-59.9% | $155,188-74.9% |
| Participation rate | 37.5% | 75.5%-38.0pp | 71.6%-34.1pp | 80.8%-43.3pp |
| Annual return | 10.10% | 38.06%-28.0pp | 35.38%-25.3pp | 148.84%-138.7pp |
| Employer contribution / active EE | $888 | $2,911-69.5% | $2,629-66.2% | $4,248-79.1% |
| Participant deferral / active EE | $3,598 | $5,129-29.9% | $4,672-23.0% | $6,531-44.9% |
| Admin fee / account holder | $225 | $10,717-97.9% | $9,418-97.6% | $14,480-98.4% |