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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 | $42,697 | $109,782-61.1% | $260,467-83.6% | $94,015-54.6% |
| Participation rate | 31.3% | 67.2%-35.9pp | 80.5%-49.2pp | 70.8%-39.6pp |
| Annual return | 20.06% | 18.60%+1.5pp | 100.60%-80.5pp | 17.84%+2.2pp |
| Employer contribution / active EE | $940 | $2,147-56.2% | $4,239-77.8% | $2,790-66.3% |
| Participant deferral / active EE | $2,603 | $4,044-35.6% | $6,319-58.8% | $4,249-38.8% |
| Admin fee / account holder | $23 | $11,958-99.8% | $15,461-99.9% | $8,951-99.7% |