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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 | $40,108 | $152,394-73.7% | $124,067-67.7% | $155,188-74.2% |
| Participation rate | 28.6% | 68.8%-40.3pp | 66.9%-38.3pp | 80.8%-52.2pp |
| Annual return | 17.85% | 34.93%-17.1pp | 31.06%-13.2pp | 148.84%-131.0pp |
| Employer contribution / active EE | $552 | $2,398-77.0% | $2,166-74.5% | $4,248-87.0% |
| Participant deferral / active EE | $2,000 | $3,823-47.7% | $3,463-42.3% | $6,531-69.4% |
| Admin fee / account holder | $13 | $6,949-99.8% | $7,351-99.8% | $14,480-99.9% |