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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 | $36,323 | $62,672-42.0% | $185,117-80.4% | $70,126-48.2% |
| Participation rate | 53.5% | 63.8%-10.3pp | 77.3%-23.7pp | 69.5%-16.0pp |
| Annual return | 16.19% | 40.79%-24.6pp | 40.50%-24.3pp | 73.15%-57.0pp |
| Employer contribution / active EE | $484 | $1,753-72.4% | $4,182-88.4% | $2,343-79.3% |
| Participant deferral / active EE | $3,725 | $3,272+13.9% | $5,045-26.2% | $3,332+11.8% |
| Admin fee / account holder | $32 | $3,932-99.2% | $8,159-99.6% | $4,645-99.3% |