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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 | $33,059 | $105,856-68.8% | $90,161-63.3% | $147,586-77.6% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.7pp | 82.8%-25.7pp |
| Annual return | 16.59% | 37.63%-21.0pp | 34.89%-18.3pp | 578.59%-562.0pp |
| Employer contribution / active EE | $1,608 | $4,126-61.0% | $3,318-51.6% | $4,876-67.0% |
| Participant deferral / active EE | $2,853 | $5,733-50.2% | $5,287-46.0% | $5,439-47.5% |
| Admin fee / account holder | $283 | $8,046-96.5% | $5,943-95.2% | $10,886-97.4% |