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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 | $31,991 | $78,682-59.3% | $109,188-70.7% | $85,851-62.7% |
| Participation rate | 24.0% | 68.3%-44.3pp | 75.9%-51.9pp | 69.3%-45.3pp |
| Annual return | 13.16% | 25.09%-11.9pp | 25.76%-12.6pp | 318.63%-305.5pp |
| Employer contribution / active EE | $845 | $2,734-69.1% | $3,723-77.3% | $2,565-67.1% |
| Participant deferral / active EE | $1,819 | $3,468-47.5% | $4,654-60.9% | $3,952-54.0% |
| Admin fee / account holder | $99 | $5,470-98.2% | $6,755-98.5% | $6,261-98.4% |