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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 | $36,030 | $52,353-31.2% | $120,225-70.0% | $82,448-56.3% |
| Participation rate | 42.9% | 58.3%-15.5pp | 69.6%-26.7pp | 68.1%-25.2pp |
| Annual return | 29.00% | 61.85%-32.9pp | 439.23%-410.2pp | 41.64%-12.6pp |
| Employer contribution / active EE | $557 | $1,510-63.1% | $3,475-84.0% | $2,551-78.1% |
| Participant deferral / active EE | $2,004 | $2,627-23.7% | $3,999-49.9% | $4,139-51.6% |
| Admin fee / account holder | $241 | $4,363-94.5% | $5,696-95.8% | $7,234-96.7% |