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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 | $43,108 | $81,208-46.9% | $98,920-56.4% | $79,852-46.0% |
| Participation rate | 28.0% | 72.5%-44.5pp | 76.0%-48.0pp | 69.6%-41.6pp |
| Annual return | 59.59% | 60.99%-1.4pp | 196.47%-136.9pp | 31.72%+27.9pp |
| Employer contribution / active EE | $814 | $1,960-58.5% | $2,689-69.7% | $2,471-67.1% |
| Participant deferral / active EE | $1,577 | $3,265-51.7% | $4,245-62.8% | $3,740-57.8% |
| Admin fee / account holder | $142 | $6,013-97.6% | $6,643-97.9% | $5,306-97.3% |