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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 | $37,041 | $91,198-59.4% | $178,503-79.2% | $79,856-53.6% |
| Participation rate | 45.0% | 69.2%-24.2pp | 81.9%-36.9pp | 69.6%-24.6pp |
| Annual return | 17.40% | 24.20%-6.8pp | 151.12%-133.7pp | 31.71%-14.3pp |
| Employer contribution / active EE | $495 | $3,257-84.8% | $5,011-90.1% | $2,471-80.0% |
| Participant deferral / active EE | $1,404 | $3,237-56.6% | $5,202-73.0% | $3,741-62.5% |
| Admin fee / account holder | $274 | $6,748-95.9% | $13,987-98.0% | $5,306-94.8% |