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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 | $29,263 | $91,194-67.9% | $178,486-83.6% | $79,860-63.4% |
| Participation rate | 38.7% | 69.2%-30.5pp | 81.9%-43.2pp | 69.6%-30.9pp |
| Annual return | 24.93% | 24.19%+0.7pp | 151.08%-126.1pp | 31.72%-6.8pp |
| Employer contribution / active EE | $1,073 | $3,256-67.1% | $5,011-78.6% | $2,471-56.6% |
| Participant deferral / active EE | $2,453 | $3,236-24.2% | $5,202-52.8% | $3,740-34.4% |
| Admin fee / account holder | $79 | $6,751-98.8% | $13,985-99.4% | $5,306-98.5% |