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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 | $32,481 | $58,851-44.8% | $115,170-71.8% | $72,983-55.5% |
| Participation rate | 42.0% | 65.5%-23.5pp | 75.9%-33.9pp | 69.5%-27.4pp |
| Annual return | 29.64% | 23.16%+6.5pp | 35.60%-6.0pp | 81.01%-51.4pp |
| Employer contribution / active EE | $1,010 | $1,798-43.8% | $3,179-68.2% | $2,440-58.6% |
| Participant deferral / active EE | $1,853 | $2,643-29.9% | $4,169-55.6% | $3,608-48.6% |
| Admin fee / account holder | $79 | $6,370-98.8% | $7,089-98.9% | $5,124-98.5% |