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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 | $55,089 | $50,082+10.0% | $93,515-41.1% | $79,856-31.0% |
| Participation rate | 30.0% | 60.9%-30.9pp | 66.8%-36.8pp | 69.6%-39.6pp |
| Annual return | 11.83% | 24.59%-12.8pp | 78.21%-66.4pp | 31.71%-19.9pp |
| Employer contribution / active EE | $257 | $1,303-80.3% | $2,077-87.6% | $2,471-89.6% |
| Participant deferral / active EE | $1,027 | $2,212-53.6% | $3,129-67.2% | $3,741-72.5% |
| Admin fee / account holder | $296 | $3,454-91.4% | $5,235-94.3% | $5,306-94.4% |