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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 | $35,507 | $85,171-58.3% | $172,752-79.4% | $72,975-51.3% |
| Participation rate | 36.1% | 70.1%-34.0pp | 82.6%-46.5pp | 69.5%-33.4pp |
| Annual return | 27.51% | 27.32%+0.2pp | 802.97%-775.5pp | 81.01%-53.5pp |
| Employer contribution / active EE | $1,231 | $3,324-63.0% | $5,144-76.1% | $2,440-49.6% |
| Participant deferral / active EE | $2,811 | $3,260-13.8% | $5,198-45.9% | $3,608-22.1% |
| Admin fee / account holder | $155 | $5,880-97.4% | $13,955-98.9% | $5,124-97.0% |