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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 | $53,237 | $90,400-41.1% | $186,193-71.4% | $87,485-39.1% |
| Participation rate | 35.9% | 66.2%-30.3pp | 77.1%-41.2pp | 68.9%-33.0pp |
| Annual return | 13.44% | 22.15%-8.7pp | 78.03%-64.6pp | 26.06%-12.6pp |
| Employer contribution / active EE | $881 | $2,170-59.4% | $3,918-77.5% | $2,596-66.1% |
| Participant deferral / active EE | $3,089 | $4,330-28.7% | $6,513-52.6% | $4,274-27.7% |
| Admin fee / account holder | $244 | $8,673-97.2% | $11,058-97.8% | $7,775-96.9% |