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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 | $78,860 | $101,778-22.5% | $164,975-52.2% | $80,925-2.6% |
| Participation rate | 31.5% | 71.8%-40.3pp | 78.6%-47.1pp | 67.7%-36.1pp |
| Annual return | 12.72% | 16.73%-4.0pp | 70.12%-57.4pp | 35.65%-22.9pp |
| Employer contribution / active EE | $865 | $2,954-70.7% | $4,343-80.1% | $2,756-68.6% |
| Participant deferral / active EE | $2,126 | $4,477-52.5% | $6,033-64.8% | $4,299-50.5% |
| Admin fee / account holder | $149 | $8,221-98.2% | $12,688-98.8% | $6,940-97.9% |