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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 | $31,058 | $73,988-58.0% | $96,538-67.8% | $75,177-58.7% |
| Participation rate | 32.0% | 66.4%-34.4pp | 74.3%-42.3pp | 67.2%-35.2pp |
| Annual return | 21.07% | 26.73%-5.7pp | 35.74%-14.7pp | 160.75%-139.7pp |
| Employer contribution / active EE | $1,343 | $2,930-54.2% | $3,740-64.1% | $2,671-49.7% |
| Participant deferral / active EE | $1,887 | $3,660-48.4% | $4,880-61.3% | $4,126-54.3% |
| Admin fee / account holder | $20 | $5,220-99.6% | $6,737-99.7% | $5,651-99.6% |