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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 | $34,683 | $71,197-51.3% | $93,669-63.0% | $80,925-57.1% |
| Participation rate | 40.6% | 60.4%-19.8pp | 68.7%-28.1pp | 67.7%-27.0pp |
| Annual return | 13.80% | 11.27%+2.5pp | 133.59%-119.8pp | 35.65%-21.9pp |
| Employer contribution / active EE | $2,205 | $1,565+40.9% | $2,424-9.0% | $2,756-20.0% |
| Participant deferral / active EE | $3,702 | $4,036-8.3% | $4,416-16.2% | $4,299-13.9% |
| Admin fee / account holder | $85 | $6,959-98.8% | $8,291-99.0% | $6,940-98.8% |