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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 | $35,683 | $94,439-62.2% | $73,658-51.6% | $154,746-76.9% |
| Participation rate | 27.3% | 64.7%-37.4pp | 57.0%-29.8pp | 80.7%-53.4pp |
| Annual return | 14.89% | 28.25%-13.4pp | 29.72%-14.8pp | 172.34%-157.4pp |
| Employer contribution / active EE | $401 | $1,257-68.1% | $1,032-61.1% | $4,379-90.8% |
| Participant deferral / active EE | $689 | $2,527-72.7% | $2,062-66.6% | $6,730-89.8% |
| Admin fee / account holder | $30 | $3,843-99.2% | $3,357-99.1% | $14,365-99.8% |