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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 | $32,800 | $97,125-66.2% | $86,233-62.0% | $137,256-76.1% |
| Participation rate | 38.5% | 74.2%-35.7pp | 69.0%-30.6pp | 80.0%-41.5pp |
| Annual return | 13.31% | 74.19%-60.9pp | 61.39%-48.1pp | 220.34%-207.0pp |
| Employer contribution / active EE | $283 | $2,841-90.0% | $2,504-88.7% | $4,156-93.2% |
| Participant deferral / active EE | $3,250 | $5,180-37.3% | $4,559-28.7% | $6,407-49.3% |
| Admin fee / account holder | $106 | $9,725-98.9% | $8,342-98.7% | $12,270-99.1% |