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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 | $26,033 | $215,361-87.9% | $171,082-84.8% | $273,972-90.5% |
| Participation rate | 41.7% | 82.0%-40.4pp | 76.7%-35.0pp | 83.0%-41.3pp |
| Annual return | 9.06% | 25.14%-16.1pp | 32.56%-23.5pp | 41.46%-32.4pp |
| Employer contribution / active EE | $992 | $4,967-80.0% | $4,002-75.2% | $4,869-79.6% |
| Participant deferral / active EE | $1,973 | $5,543-64.4% | $4,797-58.9% | $5,287-62.7% |
| Admin fee / account holder | $109 | $10,846-99.0% | $8,520-98.7% | $10,133-98.9% |