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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 | $32,032 | $65,027-50.7% | $90,970-64.8% | $79,852-59.9% |
| Participation rate | 34.0% | 61.6%-27.6pp | 69.0%-35.1pp | 69.6%-35.7pp |
| Annual return | 14.23% | 30.45%-16.2pp | 134.58%-120.4pp | 31.72%-17.5pp |
| Employer contribution / active EE | $546 | $1,247-56.2% | $2,122-74.3% | $2,471-77.9% |
| Participant deferral / active EE | $1,262 | $2,512-49.8% | $3,373-62.6% | $3,740-66.3% |
| Admin fee / account holder | $242 | $4,535-94.7% | $5,960-95.9% | $5,306-95.4% |