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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 | $29,022 | $78,027-62.8% | $178,528-83.7% | $80,925-64.1% |
| Participation rate | 28.1% | 65.7%-37.5pp | 77.1%-49.0pp | 67.7%-39.5pp |
| Annual return | 21.85% | 18.09%+3.8pp | 27.11%-5.3pp | 35.65%-13.8pp |
| Employer contribution / active EE | $974 | $2,281-57.3% | $3,950-75.4% | $2,756-64.7% |
| Participant deferral / active EE | $2,223 | $4,408-49.6% | $6,278-64.6% | $4,299-48.3% |
| Admin fee / account holder | $36 | $7,168-99.5% | $10,419-99.7% | $6,940-99.5% |