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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% | $93,406-41.0% | $79,860-31.0% |
| Participation rate | 30.0% | 60.9%-30.9pp | 66.8%-36.8pp | 69.6%-39.6pp |
| Annual return | 11.83% | 24.59%-12.8pp | 78.05%-66.2pp | 31.72%-19.9pp |
| Employer contribution / active EE | $257 | $1,303-80.3% | $2,075-87.6% | $2,471-89.6% |
| Participant deferral / active EE | $1,027 | $2,212-53.6% | $3,126-67.1% | $3,740-72.5% |
| Admin fee / account holder | $296 | $3,454-91.4% | $5,230-94.3% | $5,306-94.4% |