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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 | $69,063 | $93,346-26.0% | $71,796-3.8% | $273,972-74.8% |
| Participation rate | 30.8% | 76.5%-45.8pp | 69.1%-38.3pp | 83.0%-52.2pp |
| Annual return | 6.57% | 130.39%-123.8pp | 78.04%-71.5pp | 41.46%-34.9pp |
| Employer contribution / active EE | $917 | $2,733-66.4% | $1,924-52.3% | $4,869-81.2% |
| Participant deferral / active EE | $1,321 | $3,475-62.0% | $2,794-52.7% | $5,287-75.0% |
| Admin fee / account holder | $31 | $6,571-99.5% | $4,815-99.4% | $10,133-99.7% |