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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 | $62,053 | $112,729-45.0% | $98,716-37.1% | $137,256-54.8% |
| Participation rate | 45.8% | 74.2%-28.4pp | 69.3%-23.5pp | 80.0%-34.1pp |
| Annual return | 14.90% | 38.48%-23.6pp | 31.81%-16.9pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,304 | $2,725-52.1% | $2,279-42.8% | $4,156-68.6% |
| Participant deferral / active EE | $3,113 | $4,640-32.9% | $4,048-23.1% | $6,407-51.4% |
| Admin fee / account holder | $5 | $10,129-100.0% | $8,703-99.9% | $12,270-100.0% |