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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 | $33,405 | $58,311-42.7% | $81,882-59.2% | $80,959-58.7% |
| Participation rate | 33.3% | 63.5%-30.2pp | 72.4%-39.1pp | 67.7%-34.3pp |
| Annual return | 17.52% | 41.85%-24.3pp | 779.47%-762.0pp | 35.67%-18.1pp |
| Employer contribution / active EE | $997 | $2,347-57.5% | $2,916-65.8% | $2,757-63.8% |
| Participant deferral / active EE | $3,583 | $3,287+9.0% | $4,323-17.1% | $4,300-16.7% |
| Admin fee / account holder | $50 | $4,752-98.9% | $7,360-99.3% | $6,925-99.3% |