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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 | $44,825 | $47,848-6.3% | $81,473-45.0% | $70,126-36.1% |
| Participation rate | 24.1% | 58.3%-34.1pp | 68.0%-43.8pp | 69.5%-45.4pp |
| Annual return | 17.03% | 27.25%-10.2pp | 38.78%-21.7pp | 73.15%-56.1pp |
| Employer contribution / active EE | $235 | $1,527-84.6% | $2,568-90.8% | $2,343-90.0% |
| Participant deferral / active EE | $1,091 | $2,453-55.5% | $3,537-69.1% | $3,332-67.2% |
| Admin fee / account holder | $36 | $3,145-98.8% | $4,561-99.2% | $4,645-99.2% |