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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 | $33,961 | $76,407-55.6% | $150,298-77.4% | $82,448-58.8% |
| Participation rate | 33.3% | 66.4%-33.1pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 13.61% | 39.99%-26.4pp | 62.79%-49.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $427 | $2,614-83.7% | $4,154-89.7% | $2,551-83.3% |
| Participant deferral / active EE | $1,638 | $3,214-49.0% | $5,453-70.0% | $4,139-60.4% |
| Admin fee / account holder | $5 | $6,352-99.9% | $14,116-100.0% | $7,234-99.9% |