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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 | $88,672-56.6% | $105,223-63.4% | $82,448-53.3% |
| Participation rate | 36.6% | 67.9%-31.3pp | 75.0%-38.5pp | 68.1%-31.5pp |
| Annual return | 16.32% | 30.86%-14.5pp | 180.65%-164.3pp | 41.64%-25.3pp |
| Employer contribution / active EE | $961 | $3,048-68.5% | $3,689-73.9% | $2,551-62.3% |
| Participant deferral / active EE | $1,807 | $4,036-55.2% | $5,072-64.4% | $4,139-56.4% |
| Admin fee / account holder | $261 | $7,146-96.3% | $8,859-97.1% | $7,234-96.4% |