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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 | $35,976 | $90,486-60.2% | $78,676-54.3% | $273,972-86.9% |
| Participation rate | 25.0% | 76.5%-51.5pp | 73.6%-48.6pp | 83.0%-58.0pp |
| Annual return | 6.82% | 75.62%-68.8pp | 62.19%-55.4pp | 41.46%-34.6pp |
| Employer contribution / active EE | $370 | $3,175-88.3% | $2,850-87.0% | $4,869-92.4% |
| Participant deferral / active EE | $2,056 | $3,901-47.3% | $3,517-41.5% | $5,287-61.1% |
| Admin fee / account holder | $215 | $5,263-95.9% | $4,510-95.2% | $10,133-97.9% |