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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 | $32,109 | $78,690-59.2% | $161,489-80.1% | $87,485-63.3% |
| Participation rate | 30.0% | 67.5%-37.5pp | 78.7%-48.7pp | 68.9%-38.9pp |
| Annual return | 16.07% | 32.74%-16.7pp | 89.72%-73.6pp | 26.06%-10.0pp |
| Employer contribution / active EE | $475 | $2,588-81.7% | $4,268-88.9% | $2,596-81.7% |
| Participant deferral / active EE | $1,112 | $3,311-66.4% | $5,630-80.3% | $4,274-74.0% |
| Admin fee / account holder | $32 | $6,724-99.5% | $16,006-99.8% | $7,775-99.6% |