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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 | $60,349 | $122,962-50.9% | $71,585-15.7% | $138,895-56.6% |
| Participation rate | 28.6% | 68.9%-40.3pp | 68.2%-39.6pp | 79.9%-51.3pp |
| Annual return | 18.44% | 37.84%-19.4pp | 59.26%-40.8pp | 145.39%-127.0pp |
| Employer contribution / active EE | $612 | $2,620-76.6% | $1,669-63.3% | $4,194-85.4% |
| Participant deferral / active EE | $1,544 | $4,311-64.2% | $2,923-47.2% | $6,396-75.9% |
| Admin fee / account holder | $174 | $6,488-97.3% | $4,712-96.3% | $12,562-98.6% |