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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 | $35,442 | $81,358-56.4% | $155,556-77.2% | $80,959-56.2% |
| Participation rate | 19.2% | 66.3%-47.0pp | 78.2%-59.0pp | 67.7%-48.4pp |
| Annual return | 21.33% | 33.39%-12.1pp | 64.84%-43.5pp | 35.67%-14.3pp |
| Employer contribution / active EE | $389 | $3,106-87.5% | $4,675-91.7% | $2,757-85.9% |
| Participant deferral / active EE | $1,314 | $3,455-62.0% | $5,631-76.7% | $4,300-69.4% |
| Admin fee / account holder | $131 | $7,994-98.4% | $15,885-99.2% | $6,925-98.1% |