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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 | $57,072 | $90,170-36.7% | $150,734-62.1% | $69,733-18.2% |
| Participation rate | 40.5% | 60.2%-19.7pp | 78.4%-37.9pp | 62.5%-22.0pp |
| Annual return | 20.07% | 16.56%+3.5pp | 600.81%-580.7pp | 15.22%+4.8pp |
| Employer contribution / active EE | $781 | $3,428-77.2% | $4,918-84.1% | $2,250-65.3% |
| Participant deferral / active EE | $2,646 | $3,086-14.3% | $5,610-52.8% | $3,054-13.4% |
| Admin fee / account holder | $10 | $4,600-99.8% | $14,905-99.9% | $3,102-99.7% |