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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 | $55,658 | $110,248-49.5% | $95,728-41.9% | $139,456-60.1% |
| Participation rate | 42.9% | 75.7%-32.9pp | 72.3%-29.4pp | 80.3%-37.5pp |
| Annual return | 13.13% | 27.16%-14.0pp | 28.40%-15.3pp | 373.45%-360.3pp |
| Employer contribution / active EE | $550 | $3,258-83.1% | $2,835-80.6% | $4,753-88.4% |
| Participant deferral / active EE | $3,416 | $4,675-26.9% | $4,245-19.5% | $6,711-49.1% |
| Admin fee / account holder | $230 | $6,607-96.5% | $5,673-96.0% | $11,407-98.0% |