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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 | $38,389 | $78,707-51.2% | $117,861-67.4% | $70,126-45.3% |
| Participation rate | 30.4% | 73.2%-42.8pp | 79.7%-49.3pp | 69.5%-39.2pp |
| Annual return | 24.06% | 23.30%+0.8pp | 335.11%-311.0pp | 73.15%-49.1pp |
| Employer contribution / active EE | $1,289 | $2,223-42.0% | $3,786-65.9% | $2,343-45.0% |
| Participant deferral / active EE | $1,909 | $3,297-42.1% | $4,482-57.4% | $3,332-42.7% |
| Admin fee / account holder | $121 | $5,066-97.6% | $8,021-98.5% | $4,645-97.4% |