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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 | $56,411 | $99,345-43.2% | $84,753-33.4% | $273,972-79.4% |
| Participation rate | 44.4% | 80.7%-36.3pp | 76.6%-32.1pp | 83.0%-38.6pp |
| Annual return | 10.82% | 22.93%-12.1pp | 22.78%-12.0pp | 41.46%-30.6pp |
| Employer contribution / active EE | $961 | $4,214-77.2% | $3,574-73.1% | $4,869-80.3% |
| Participant deferral / active EE | $1,413 | $4,270-66.9% | $3,712-61.9% | $5,287-73.3% |
| Admin fee / account holder | $61 | $6,645-99.1% | $5,333-98.9% | $10,133-99.4% |