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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 | $43,802 | $91,559-52.2% | $133,978-67.3% | $79,856-45.1% |
| Participation rate | 21.3% | 73.3%-52.0pp | 79.8%-58.5pp | 69.6%-48.3pp |
| Annual return | 57.68% | 61.85%-4.2pp | 45.10%+12.6pp | 31.71%+26.0pp |
| Employer contribution / active EE | $880 | $2,384-63.1% | $3,919-77.6% | $2,471-64.4% |
| Participant deferral / active EE | $2,121 | $3,734-43.2% | $5,047-58.0% | $3,741-43.3% |
| Admin fee / account holder | $282 | $6,321-95.5% | $8,930-96.8% | $5,306-94.7% |