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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 | $28,902 | $93,345-69.0% | $119,126-75.7% | $87,485-67.0% |
| Participation rate | 35.0% | 68.7%-33.7pp | 75.8%-40.8pp | 68.9%-33.9pp |
| Annual return | 20.82% | 19.08%+1.7pp | 282.11%-261.3pp | 26.06%-5.2pp |
| Employer contribution / active EE | $983 | $3,172-69.0% | $4,034-75.6% | $2,596-62.1% |
| Participant deferral / active EE | $3,250 | $4,099-20.7% | $5,318-38.9% | $4,274-24.0% |
| Admin fee / account holder | $22 | $8,039-99.7% | $10,693-99.8% | $7,775-99.7% |