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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 | $38,465 | $93,345-58.8% | $119,126-67.7% | $87,485-56.0% |
| Participation rate | 36.6% | 68.7%-32.2pp | 75.8%-39.2pp | 68.9%-32.3pp |
| Annual return | 16.32% | 19.08%-2.8pp | 282.11%-265.8pp | 26.06%-9.7pp |
| Employer contribution / active EE | $961 | $3,172-69.7% | $4,034-76.2% | $2,596-63.0% |
| Participant deferral / active EE | $1,807 | $4,099-55.9% | $5,318-66.0% | $4,274-57.7% |
| Admin fee / account holder | $261 | $8,039-96.8% | $10,693-97.6% | $7,775-96.6% |