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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 | $34,520 | $77,908-55.7% | $149,696-76.9% | $75,173-54.1% |
| Participation rate | 31.3% | 65.6%-34.3pp | 78.8%-47.5pp | 67.2%-36.0pp |
| Annual return | 21.40% | 31.73%-10.3pp | 134.46%-113.1pp | 160.72%-139.3pp |
| Employer contribution / active EE | $886 | $3,138-71.8% | $4,821-81.6% | $2,671-66.8% |
| Participant deferral / active EE | $2,208 | $3,411-35.3% | $5,682-61.1% | $4,126-46.5% |
| Admin fee / account holder | $171 | $5,950-97.1% | $13,212-98.7% | $5,651-97.0% |