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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 | $12,159 | $76,407-84.1% | $150,298-91.9% | $82,448-85.3% |
| Participation rate | 44.4% | 66.4%-22.0pp | 77.8%-33.3pp | 68.1%-23.6pp |
| Annual return | 36.81% | 39.99%-3.2pp | 62.79%-26.0pp | 41.64%-4.8pp |
| Employer contribution / active EE | $981 | $2,614-62.5% | $4,154-76.4% | $2,551-61.6% |
| Participant deferral / active EE | $2,406 | $3,214-25.2% | $5,453-55.9% | $4,139-41.9% |
| Admin fee / account holder | $17 | $6,352-99.7% | $14,116-99.9% | $7,234-99.8% |