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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 | $37,290 | $95,415-60.9% | $185,851-79.9% | $85,851-56.6% |
| Participation rate | 34.3% | 68.8%-34.5pp | 81.7%-47.4pp | 69.3%-35.0pp |
| Annual return | 15.76% | 23.59%-7.8pp | 122.11%-106.3pp | 318.63%-302.9pp |
| Employer contribution / active EE | $948 | $3,314-71.4% | $5,168-81.7% | $2,565-63.0% |
| Participant deferral / active EE | $2,717 | $3,424-20.6% | $5,569-51.2% | $3,952-31.3% |
| Admin fee / account holder | $29 | $7,215-99.6% | $16,245-99.8% | $6,261-99.5% |