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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 | $70,834 | $110,410-35.8% | $102,437-30.9% | $145,897-51.4% |
| Participation rate | 31.8% | 77.9%-46.1pp | 74.5%-42.7pp | 80.3%-48.5pp |
| Annual return | 11.88% | 24.85%-13.0pp | 24.95%-13.1pp | 552.29%-540.4pp |
| Employer contribution / active EE | $880 | $4,217-79.1% | $3,871-77.3% | $4,663-81.1% |
| Participant deferral / active EE | $3,234 | $5,622-42.5% | $5,060-36.1% | $6,689-51.6% |
| Admin fee / account holder | $265 | $9,745-97.3% | $8,388-96.8% | $13,390-98.0% |