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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 | $31,952 | $84,518-62.2% | $67,704-52.8% | $125,389-74.5% |
| Participation rate | 57.1% | 74.8%-17.6pp | 67.5%-10.4pp | 83.2%-26.0pp |
| Annual return | 4.02% | 2.57%+1.4pp | 25.41%-21.4pp | 282.24%-278.2pp |
| Employer contribution / active EE | $0 | $3,292-100.0% | $2,559-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $5,414 | $4,430+22.2% | $3,585+51.0% | $5,352+1.2% |
| Admin fee / account holder | $97 | $5,340-98.2% | $4,255-97.7% | $9,541-99.0% |