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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 | $117,829-72.1% | $102,423-67.9% | $145,877-77.4% |
| Participation rate | 33.3% | 78.6%-45.3pp | 76.5%-43.2pp | 80.3%-47.0pp |
| Annual return | 14.00% | 31.83%-17.8pp | 29.42%-15.4pp | 551.28%-537.3pp |
| Employer contribution / active EE | $2,147 | $3,615-40.6% | $3,023-29.0% | $4,663-54.0% |
| Participant deferral / active EE | $4,027 | $5,732-29.7% | $5,054-20.3% | $6,691-39.8% |
| Admin fee / account holder | $263 | $13,335-98.0% | $9,455-97.2% | $13,402-98.0% |