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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 | $16,082 | $78,690-79.6% | $161,489-90.0% | $87,485-81.6% |
| Participation rate | 32.1% | 67.5%-35.3pp | 78.7%-46.6pp | 68.9%-36.8pp |
| Annual return | 42.12% | 32.74%+9.4pp | 89.72%-47.6pp | 26.06%+16.1pp |
| Employer contribution / active EE | $633 | $2,588-75.5% | $4,268-85.2% | $2,596-75.6% |
| Participant deferral / active EE | $2,263 | $3,311-31.6% | $5,630-59.8% | $4,274-47.0% |
| Admin fee / account holder | $192 | $6,724-97.1% | $16,006-98.8% | $7,775-97.5% |