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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 | $110,278-49.5% | $95,740-41.9% | $139,466-60.1% |
| Participation rate | 42.9% | 75.7%-32.9pp | 72.3%-29.4pp | 80.3%-37.5pp |
| Annual return | 13.13% | 27.19%-14.1pp | 28.41%-15.3pp | 373.66%-360.5pp |
| Employer contribution / active EE | $550 | $3,260-83.1% | $2,836-80.6% | $4,754-88.4% |
| Participant deferral / active EE | $3,416 | $4,674-26.9% | $4,244-19.5% | $6,712-49.1% |
| Admin fee / account holder | $230 | $6,613-96.5% | $5,676-96.0% | $11,409-98.0% |