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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 | $35,661 | $53,774-33.7% | $134,162-73.4% | $79,852-55.3% |
| Participation rate | 37.5% | 58.8%-21.3pp | 72.2%-34.7pp | 69.6%-32.1pp |
| Annual return | 60.94% | 19.01%+41.9pp | 36.35%+24.6pp | 31.72%+29.2pp |
| Employer contribution / active EE | $387 | $1,322-70.7% | $3,705-89.6% | $2,471-84.3% |
| Participant deferral / active EE | $1,071 | $2,420-55.7% | $3,500-69.4% | $3,740-71.4% |
| Admin fee / account holder | $279 | $3,985-93.0% | $6,685-95.8% | $5,306-94.7% |