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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 | $34,528 | $48,011-28.1% | $63,803-45.9% | $82,637-58.2% |
| Participation rate | 44.4% | 66.6%-22.1pp | 72.7%-28.3pp | 68.1%-23.6pp |
| Annual return | 21.06% | 19.84%+1.2pp | 543.72%-522.7pp | 53.51%-32.4pp |
| Employer contribution / active EE | $446 | $1,904-76.6% | $2,532-82.4% | $2,552-82.5% |
| Participant deferral / active EE | $3,321 | $2,846+16.7% | $3,843-13.6% | $4,126-19.5% |
| Admin fee / account holder | $31 | $3,873-99.2% | $5,196-99.4% | $7,339-99.6% |