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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 | $34,778 | $45,050-22.8% | $63,018-44.8% | $70,126-50.4% |
| Participation rate | 34.6% | 69.5%-34.9pp | 74.8%-40.2pp | 69.5%-34.9pp |
| Annual return | 13.62% | 18.76%-5.1pp | 87.62%-74.0pp | 73.15%-59.5pp |
| Employer contribution / active EE | $805 | $2,052-60.8% | $2,761-70.8% | $2,343-65.6% |
| Participant deferral / active EE | $2,103 | $2,466-14.7% | $3,330-36.8% | $3,332-36.9% |
| Admin fee / account holder | $30 | $2,834-98.9% | $3,601-99.2% | $4,645-99.3% |