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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 | $91,086-41.6% | $203,872-73.9% | $86,983-38.8% |
| Participation rate | 35.9% | 65.8%-29.9pp | 77.8%-41.9pp | 69.5%-33.6pp |
| Annual return | 13.44% | 22.30%-8.9pp | 85.11%-71.7pp | 25.83%-12.4pp |
| Employer contribution / active EE | $881 | $2,063-57.3% | $3,757-76.6% | $2,584-65.9% |
| Participant deferral / active EE | $3,089 | $4,019-23.1% | $6,388-51.6% | $4,194-26.3% |
| Admin fee / account holder | $244 | $8,987-97.3% | $11,730-97.9% | $7,856-96.9% |