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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 | $34,703 | $48,300-28.2% | $40,145,923-99.9% | $62,881-44.8% |
| Participation rate | 24.1% | 62.0%-37.9pp | 68.4%-44.3pp | 69.3%-45.2pp |
| Annual return | 35.69% | 6.95%+28.7pp | 5.24%+30.5pp | 20.14%+15.5pp |
| Employer contribution / active EE | $967 | $1,333-27.5% | $1,844-47.6% | $2,281-57.6% |
| Participant deferral / active EE | $3,321 | $2,388+39.1% | $2,591+28.2% | $3,203+3.7% |
| Admin fee / account holder | $53 | $2,919-98.2% | $2,903-98.2% | $4,296-98.8% |