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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 | $71,057-51.2% | $93,654-63.0% | $80,874-57.1% |
| Participation rate | 40.6% | 60.4%-19.8pp | 68.7%-28.1pp | 67.6%-27.0pp |
| Annual return | 13.80% | 11.26%+2.5pp | 133.34%-119.5pp | 35.62%-21.8pp |
| Employer contribution / active EE | $2,205 | $1,564+41.0% | $2,421-8.9% | $2,756-20.0% |
| Participant deferral / active EE | $3,702 | $4,034-8.2% | $4,413-16.1% | $4,297-13.9% |
| Admin fee / account holder | $85 | $6,944-98.8% | $8,282-99.0% | $6,935-98.8% |