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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 | $32,909 | $117,895-72.1% | $102,460-67.9% | $145,897-77.4% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 14.00% | 31.92%-17.9pp | 29.47%-15.5pp | 552.29%-538.3pp |
| Employer contribution / active EE | $2,147 | $3,619-40.7% | $3,025-29.0% | $4,663-54.0% |
| Participant deferral / active EE | $4,027 | $5,736-29.8% | $5,056-20.3% | $6,689-39.8% |
| Admin fee / account holder | $263 | $13,353-98.0% | $9,460-97.2% | $13,390-98.0% |