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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 | $34,620 | $52,580-34.2% | $71,671-51.7% | $70,126-50.6% |
| Participation rate | 38.5% | 60.9%-22.4pp | 68.7%-30.3pp | 69.5%-31.1pp |
| Annual return | 13.07% | 20.25%-7.2pp | 20.65%-7.6pp | 73.15%-60.1pp |
| Employer contribution / active EE | $565 | $1,616-65.1% | $2,460-77.0% | $2,343-75.9% |
| Participant deferral / active EE | $974 | $2,386-59.2% | $3,438-71.7% | $3,332-70.8% |
| Admin fee / account holder | $82 | $3,653-97.7% | $5,558-98.5% | $4,645-98.2% |