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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 | $31,682 | $96,508-67.2% | $75,901-58.3% | $152,897-79.3% |
| Participation rate | 35.0% | 76.2%-41.2pp | 69.3%-34.3pp | 82.5%-47.5pp |
| Annual return | 22.10% | 33.99%-11.9pp | 30.76%-8.7pp | 345.43%-323.3pp |
| Employer contribution / active EE | $912 | $3,310-72.4% | $2,501-63.5% | $4,764-80.9% |
| Participant deferral / active EE | $2,088 | $4,554-54.1% | $3,603-42.1% | $5,851-64.3% |
| Admin fee / account holder | $289 | $8,081-96.4% | $5,420-94.7% | $11,599-97.5% |