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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 | $35,334 | $41,016-13.9% | $152,093-76.8% | $64,097-44.9% |
| Participation rate | 31.5% | 51.3%-19.8pp | 77.8%-46.3pp | 55.2%-23.7pp |
| Annual return | 17.12% | 39.60%-22.5pp | 66.36%-49.2pp | 34.64%-17.5pp |
| Employer contribution / active EE | $512 | $1,342-61.9% | $4,175-87.7% | $1,891-72.9% |
| Participant deferral / active EE | $1,688 | $1,927-12.4% | $5,451-69.0% | $3,080-45.2% |
| Admin fee / account holder | $243 | $2,305-89.5% | $14,497-98.3% | $3,454-93.0% |