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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 | $14,589 | $49,249-70.4% | $70,476-79.3% | $79,852-81.7% |
| Participation rate | 37.5% | 69.2%-31.7pp | 75.1%-37.6pp | 69.6%-32.1pp |
| Annual return | 37.65% | 30.09%+7.6pp | 109.12%-71.5pp | 31.72%+5.9pp |
| Employer contribution / active EE | $933 | $2,100-55.6% | $2,738-65.9% | $2,471-62.2% |
| Participant deferral / active EE | $1,857 | $2,769-32.9% | $3,710-49.9% | $3,740-50.3% |
| Admin fee / account holder | $191 | $2,878-93.4% | $3,847-95.0% | $5,306-96.4% |