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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 | $42,330 | $53,127-20.3% | $86,597-51.1% | $70,131-39.6% |
| Participation rate | 34.1% | 65.3%-31.2pp | 73.5%-39.4pp | 69.5%-35.4pp |
| Annual return | 16.01% | 27.66%-11.6pp | 964.96%-948.9pp | 73.14%-57.1pp |
| Employer contribution / active EE | $874 | $2,068-57.7% | $2,840-69.2% | $2,342-62.7% |
| Participant deferral / active EE | $1,409 | $2,696-47.7% | $3,609-61.0% | $3,332-57.7% |
| Admin fee / account holder | $190 | $3,585-94.7% | $4,906-96.1% | $4,645-95.9% |