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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 | $36,050 | $78,425-54.0% | $95,956-62.4% | $79,858-54.9% |
| Participation rate | 27.6% | 73.5%-45.9pp | 77.1%-49.5pp | 69.6%-42.0pp |
| Annual return | 18.85% | 19.37%-0.5pp | 91.63%-72.8pp | 31.72%-12.9pp |
| Employer contribution / active EE | $636 | $1,945-67.3% | $2,541-75.0% | $2,471-74.3% |
| Participant deferral / active EE | $2,632 | $3,440-23.5% | $4,167-36.8% | $3,740-29.6% |
| Admin fee / account holder | $13 | $5,622-99.8% | $6,797-99.8% | $5,306-99.8% |