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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 | $36,904 | $89,364-58.7% | $141,177-73.9% | $72,983-49.4% |
| Participation rate | 38.1% | 75.1%-37.0pp | 82.5%-44.4pp | 69.5%-31.4pp |
| Annual return | 101.00% | 111.86%-10.9pp | 71.40%+29.6pp | 81.01%+20.0pp |
| Employer contribution / active EE | $1,101 | $3,115-64.6% | $4,736-76.7% | $2,440-54.9% |
| Participant deferral / active EE | $3,213 | $5,419-40.7% | $6,710-52.1% | $3,608-10.9% |
| Admin fee / account holder | $86 | $5,959-98.5% | $10,263-99.2% | $5,124-98.3% |