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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 | $67,595 | $98,760-31.6% | $149,715-54.9% | $79,858-15.4% |
| Participation rate | 36.8% | 75.8%-38.9pp | 82.5%-45.6pp | 69.6%-32.8pp |
| Annual return | 21.65% | 27.43%-5.8pp | 276.66%-255.0pp | 31.72%-10.1pp |
| Employer contribution / active EE | $1,370 | $3,217-57.4% | $4,645-70.5% | $2,471-44.6% |
| Participant deferral / active EE | $2,534 | $5,681-55.4% | $6,842-63.0% | $3,740-32.3% |
| Admin fee / account holder | $229 | $6,053-96.2% | $9,310-97.5% | $5,306-95.7% |