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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 | $40,463 | $55,902-27.6% | $76,030-46.8% | $80,959-50.0% |
| Participation rate | 38.5% | 62.1%-23.6pp | 69.1%-30.6pp | 67.7%-29.2pp |
| Annual return | 15.37% | 20.59%-5.2pp | 361.54%-346.2pp | 35.67%-20.3pp |
| Employer contribution / active EE | $761 | $1,867-59.3% | $2,688-71.7% | $2,757-72.4% |
| Participant deferral / active EE | $2,214 | $3,051-27.4% | $4,257-48.0% | $4,300-48.5% |
| Admin fee / account holder | $75 | $5,239-98.6% | $6,421-98.8% | $6,925-98.9% |