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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 | $36,624 | $68,878-46.8% | $120,574-69.6% | $80,935-54.7% |
| Participation rate | 37.3% | 61.7%-24.4pp | 71.9%-34.7pp | 67.7%-30.4pp |
| Annual return | 19.00% | 23.67%-4.7pp | 107.42%-88.4pp | 35.66%-16.7pp |
| Employer contribution / active EE | $1,290 | $2,065-37.5% | $3,471-62.8% | $2,757-53.2% |
| Participant deferral / active EE | $2,853 | $3,189-10.5% | $4,996-42.9% | $4,299-33.6% |
| Admin fee / account holder | $279 | $5,782-95.2% | $9,445-97.0% | $6,924-96.0% |