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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 | $54,484 | $106,236-48.7% | $96,496-43.5% | $139,427-60.9% |
| Participation rate | 37.5% | 77.8%-40.3pp | 74.3%-36.8pp | 80.3%-42.8pp |
| Annual return | 25.38% | 38.43%-13.0pp | 35.70%-10.3pp | 373.27%-347.9pp |
| Employer contribution / active EE | $816 | $4,104-80.1% | $3,738-78.2% | $4,752-82.8% |
| Participant deferral / active EE | $3,498 | $5,455-35.9% | $4,879-28.3% | $6,711-47.9% |
| Admin fee / account holder | $250 | $7,879-96.8% | $6,731-96.3% | $11,404-97.8% |