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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 | $151,427-73.5% | $112,860-64.5% | $154,746-74.1% |
| Participation rate | 28.6% | 69.1%-40.6pp | 66.3%-37.7pp | 80.7%-52.1pp |
| Annual return | 17.85% | 30.95%-13.1pp | 35.26%-17.4pp | 172.34%-154.5pp |
| Employer contribution / active EE | $552 | $2,750-79.9% | $2,206-75.0% | $4,379-87.4% |
| Participant deferral / active EE | $2,000 | $4,285-53.3% | $3,493-42.7% | $6,730-70.3% |
| Admin fee / account holder | $13 | $7,369-99.8% | $6,841-99.8% | $14,365-99.9% |