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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 | $70,712 | $81,331-13.1% | $155,534-54.5% | $80,935-12.6% |
| Participation rate | 21.4% | 66.3%-44.8pp | 78.2%-56.8pp | 67.7%-46.2pp |
| Annual return | 12.95% | 33.37%-20.4pp | 64.92%-52.0pp | 35.66%-22.7pp |
| Employer contribution / active EE | $850 | $3,105-72.6% | $4,675-81.8% | $2,757-69.2% |
| Participant deferral / active EE | $1,728 | $3,454-50.0% | $5,630-69.3% | $4,299-59.8% |
| Admin fee / account holder | $182 | $7,999-97.7% | $15,900-98.9% | $6,924-97.4% |