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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 | $56,942 | $94,439-39.7% | $73,658-22.7% | $154,746-63.2% |
| Participation rate | 27.3% | 64.7%-37.4pp | 57.0%-29.8pp | 80.7%-53.4pp |
| Annual return | 12.78% | 28.25%-15.5pp | 29.72%-16.9pp | 172.34%-159.6pp |
| Employer contribution / active EE | $568 | $1,257-54.8% | $1,032-45.0% | $4,379-87.0% |
| Participant deferral / active EE | $2,169 | $2,527-14.2% | $2,062+5.2% | $6,730-67.8% |
| Admin fee / account holder | $45 | $3,843-98.8% | $3,357-98.6% | $14,365-99.7% |